Two Smart Assets: Recent Episodes

Daniel Nickles

It’s no secret that real estate is one of the best investment vehicles out there.

But with all the current uncertainty how do we know when and where to put our hard earned money to work for us?

It’s easy to become distracted by that shiny object or the ”next best thing.”

So how can we determine which strategies will best align with our financial goals?

Whether you’re an active real estate entrepreneur, a passive investor, or looking to get in to real estate investing, our goal is to provide investors with the insights and strategies to build our portfolios all while protecting our capital.

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Dive into the world of real estate systems with Jens Nielsen, principal of Open Doors Capital and a seasoned full-time investor. With millions raised for apartment syndications and as a general partner in over 2,000 units nationwide, valued at $250M, Jens brings unparalleled expertise.

As a Certified High-Performance Coach, he's coached numerous investors to success through accountability and personal growth. Leveraging skills from a long IT career, Jens discusses how implementing systems and technologies can drive performance and streamline real estate investment operations.

Tune in for valuable insights into optimizing your real estate endeavors.

HIGHLIGHTS FROM THE EPISODE

03:00 - What Jens learned from systems

05:09 - How he got started in real estate

07:27 - How important is the iteration process in dialing in systems

09:00 - How important is mixing these systems

10:49 - Rely on your property manager to produce data

13:19 - Tasks for business

15:27 - Real estate EOS

18:58 - System error

20:47 - Future real estate focus

22:43 - Contact Jens

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In this insightful episode, join Daniel Nickles as he delves into the age-old question: Is Past Performance A Good Indicator Of Future Results? Drawing from his extensive experience in the dynamic realm of real estate, Daniel explores the nuances and challenges of predicting success based on historical data.

Daniel shares valuable insights, lessons learned, and strategies for navigating the uncertainties of investment. Whether you're a seasoned investor or just starting, Daniel's perspective on the interplay between past performance and future outcomes is sure to spark thoughtful consideration and guide your approach to investment decisions.

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Website- https://upstreaminvestor.com/
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Join Daniel Nickles as he unravels the secrets to achieving your life goals. Delve into the importance of identifying your goals, understanding the necessary steps, and setting effective New Year's resolutions.

Daniel shares invaluable insights on navigating the path to your aspirations, providing a roadmap for personal and professional success. Learn the art of goal setting and discover strategies that will propel you towards realizing your dreams.

Whether it is career milestones or personal growth, Daniel Nickles guides you on the journey to turn your 2024 goals into tangible achievements.

HIGHLIGHTS FROM THE EPISODE

01:34 - Setting New Year’s resolution

02:23 - Importance of goal setting

03:22 - Actions to achieving a goal

06:03 - Measuring and tracking

07:31 - Fourth pillar adjusting

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Website- https://upstreaminvestor.com/
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In this episode, Daniel shares a unique perspective on the challenges faced by professionals in this dynamic field. Tune in to gain valuable insights into the industry's landscape, job volatility, and the strategic focus of Upstream Equity for the upcoming year.

Whether you're an industry insider or a curious observer, Daniel's expertise provides a compelling look into the current state and future trajectory of investing.

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Website- https://upstreaminvestor.com/
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In this episode, I talk with Sharon Riddle, a seasoned real estate investor, as she unveils the 4 key components of a successful real estate investment that simply can't be overlooked.

With over 30 years of experience in providing business solutions, Sharon shares invaluable insights from her journey, emphasizing property analysis, acquisition, rehab, and management.

Co-founder of Excalibre Investments of Texas, she transitioned from single-family to multifamily real estate, amassing over 3,500 units.

HIGHLIGHTS FROM THE EPISODE
02:10 - How Sharon got started in multifamily real estate

03:46 - Underwriting single family deals

05:21 - Paying attention to what GPs are doing

07:38 - LP side and GP side real estate

09:40 - What sparked a transition for her

13:05 - Real estate professional designation

17:43 - Outlook on deal reserves

20:48 - Words of wisdom for new investors

25:24 - Today’s Market location opportunities

28:22 - Contact Sharon

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Website: https://excalibretexas.com/

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Website- https://upstreaminvestor.com/
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In this insightful episode, join Angel Gonzalez, a seasoned veteran with over 19 years of financial expertise, as he unveils the intersection of manufacturing trends and industrial real estate. From his beginnings in a diverse financial career to venturing into the dynamic realm of commercial real estate and syndication, Angel's journey is a masterclass in adaptability.

With a unique blend of Fortune 500 experience and military service skills, Angel discusses the impact of his Army background on his strategic approach to finance. From financial reporting to process improvement, his comprehensive skill set has made him a formidable force in the industry.

Tune in to gain valuable insights into the evolving landscape of industrial real estate, guided by Angel's wealth of experience and dynamic perspective.

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Website: https://www.keystoneprivatecapital.com/

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Website- https://upstreaminvestor.com/
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Join Joel Friedland as he unveils the blueprint for constructing an all-weather real estate portfolio. With a remarkable 42-year record of accomplishment in industrial real estate, Joel co-founded Epic/Savage Realty Partners, mentoring and leading 60 professionals.

Having overseen over $250 million in acquisitions, Joel's approach involves fully syndicated deals with 0% debt, a rarity in real estate. Through Brit Properties, he prioritizes conserving principal while ensuring an ~8% cash return and potential upside for his investors.

Learn from Joel's wealth of experience and hyper-conservative strategy in navigating the ever-changing landscape of real estate investing.

HIGHLIGHTS FROM THE EPISODE
02:15 - How Joel got started in real estate

04:50 - Industrial real estate asset class

09:02 - The biggest contribution to his success

14:09 - Real estate strategies

17:48 - Living true to yourself

20:55 - Long term performance

25:28 - Contact Joel

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Website: https://britproperties.com/

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In this episode, join us for a deep dive into building a passive income blueprint with Flint Jamison, a former aerospace engineer turned real estate entrepreneur. With a 20-year career in aerospace, including designing the wing structure of the Boeing 787, Flint's journey shifted towards real estate in 2018. Purchasing cash-flowing properties and transitioning to commercial real estate, Flint unlocked an efficient path to financial freedom, liberating himself from burnout.

Now the founder of Vestus Capital, Flint guides engineering leaders to reclaim their time and achieve financial peace through strategic, passive real estate investments. Learn the secrets to crafting your own income blueprint and living life by design.

HIGHLIGHTS FROM THE EPISODE

01:44 - How Flint got started in real estate

03:51 - First deal & long distance investment

07:00 - His syndication journey

09:32 - Lessons learned from being an LP

12:01 - Team building

15:44 - The next thing his syndication get him to

22:37 - Contact Flint

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Website: https://vestuscapital.com/

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Website- https://upstreaminvestor.com/
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In this episode, we dive into the dynamic world of real estate with Trevor Thompson as he unveils the "Earn And Learn Strategy for Real Estate Investors." Originally from Niagara Falls, Canada, Trevor is now based in Austin, TX, and is a Limited Partner on 20 funds, spanning apartments, retail, land, storage, medical centers, and single-family homes.

As a General Partner on 2 syndications, he manages 141 doors. With 45 years of experience, including opening 45 iFLY Indoor Skydiving locations, Trevor's passion lies in empowering others to attain financial independence through real estate investing. Join us to discover the strategies and insights that propel success in this ever-evolving industry.

HIGHLIGHTS FROM THE EPISODE
01:33 - How Trevor got started in real estate
06:24 - Finding a real estate group
10:34 - Meeting mentors
16:55 - Early passive investment deals
20:23 - Meaning of earn and learn
30:58 - Contact Trevor Thompson

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Website: https://niagara-investments.com/

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Website- https://upstreaminvestor.com/
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In this power-packed episode, we sit down with the remarkable Dustin Heiner, founder of Master Passive Income, Real Estate Wealth Builders Conference (REWBCON), and Successfully Unemployed. Dustin, a seasoned real estate investor, shares the secrets behind building an automatic 6-figure real estate investing business.

Having achieved financial freedom by generating passive income, Dustin quit his job at 37. Now, through his podcast, YouTube channel, books, courses, and coaching, he empowers others to follow suit. Join us to learn actionable insights and strategies to leverage real estate rental properties for financial independence and live your dream life.

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Website: https://www.masterpassiveincome.com/

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In this insightful episode, we sit down with Marcelo Valdez, the founder and owner of Nextwave Home Buyers. A U.S. Marine Corps Veteran and a Gulf War Lieutenant, Marcelo brings a unique perspective to real estate investing. With over two decades in San Diego, he's a proud supporter of the Chargers and Padres, and he's deeply rooted in "America's Finest City."

Marcelo's background in General Engineering from the U.S. Naval Academy and his General Contractor's license make him a powerhouse in real estate. His construction company focuses on property improvement, providing clients with peace of mind when tackling post-escrow property issues.

Join us as Marcelo Valdez sheds light on the crucial aspects real estate investors should know about Accessory Dwelling Units (ADUs).

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Website: https://www.nextwavehomebuyers.com/

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Logan Freeman, the key principal, co-founder, and Chief Development Officer of FTW Investments, is a driving force behind the company's acquisitions and investment strategies. With over six years of real estate investing experience, Logan has successfully managed a portfolio of over $50 million and acquired over 225 doors in just over a year. His entrepreneurial journey began after a successful collegiate football career and a stint in the NFL as an undrafted free agent with the Oakland Raiders.

In this episode, Logan shares his expertise on crafting effective investment strategies. Whether you're an aspiring investor or looking to refine your investment approach, this discussion offers invaluable insights.

HIGHLIGHTS FROM THE EPISODE
01:29 - Who is Logan Freeman?
05:27 - After adversity comes success
13:21 - Confidence is the key
16:59 - Investor appetite
20:26 - Private placement investments
24:24- Contact Logan Freeman

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Website: https://ftwinvestmentsllc.com/

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Website- https://upstreaminvestor.com/
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In this episode, I talk with Ken Gee, the founder and managing partner of KRI Partners and the KRI group of companies, brings over 24 years of extensive experience in real estate, banking, private equity transactions, and principal investing. His impressive track record encompasses transactions valued at over $2.0 billion, with a focus on multi-family real estate projects. Ken has also played a pivotal role in due diligence and transaction structure planning for private equity firms specializing in small and middle markets.

Join us as Ken shares invaluable insights into building wealth through passive investments and unravels the secrets to success in the world of real estate and private equity. Whether you're a seasoned investor or just starting your journey, this episode is packed with wisdom and knowledge that will empower you to make informed, wealth-building decisions.

HIGHLIGHTS FROM THE EPISODE
01:57 - How Ken got started in real estate
03:40 - Ken’s W2 experience
06:48 - Taking something on your own
09:10 - Discipline and habits
10:33 - Ken’s company and their focus
13:27 - Understanding strategies
16:15- What is a fund
24:08- Communication is key
28:03- Contact Ken

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Website: kripartners.com

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Website- https://upstreaminvestor.com/
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Join us for an enlightening episode as I sit down with Ryan Gibson, the President, Chief Investment Officer, and Co-Founder of SIG (Spartan Investment Group). Ryan's extensive experience in organizing over $200 million of private equity for Spartan's projects and his knack for managing developments in challenging markets make him an expert in the field.

Ryan shares insights on how self-storage investments can outperform in the realm of real estate. As the driving force behind investor relations and capital raises for SIG projects, Ryan's expertise is unmatched. His unique perspective, coupled with his background as a commercial airline pilot and his business degree from Mercyhurst University, promises a wealth of knowledge.

HIGHLIGHTS FROM THE EPISODE
01:20 - Ryan's journey into real estate
05:00 - Key drivers of self storage
09:50 - Convenience of self storage
18:10 - Self storage business plans
21:30 - Evaluating business deals
27:50 - Contact Ryan

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Website: https://spartan-investors.com/

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Ready to break free from the daily grind and transform your life? Join us for an enlightening episode featuring Derek Clifford, a seasoned real estate investor, author, and podcast host, as he shares the four game-changing steps that can help you reclaim your time and financial independence.

Derek, with over 400 apartment units and assets exceeding $50 million under management, is living proof that it's possible to leave the 9-to-5 behind and achieve your real estate dreams. As the founder of Elevate Equity and host of "Elevate Your Equity," his insights are invaluable for those looking to follow in his footsteps.

Tune in as Derek breaks down his journey and unveils the secrets to transforming a busy life into one of financial freedom through real estate investing.

HIGHLIGHTS FROM THE EPISODE
02:20 - Derek's journey into real estate
08:10 - Real estate misconceptions
13:05 - Foundation of investor mindset
16:22 - Vital key roles
20:35 - Leveraging your spouse
26:00 - Contact Derek

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Website: https://elevateequity.org/

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Join us in this insightful podcast episode where we dive into the world of real estate investing, with seasoned experts having a proven track record in the industry.

Five indispensable tips that every aspiring and experienced real estate investor should know. Drawing from years of experience and success, these tips are the keys to thriving in the competitive real estate market.

Whether you're looking to start your real estate journey or enhance your current investments, this podcast is a must-listen. Expertise and practical advice will empower you to make informed decisions and achieve your real estate investment goals. Tune in now to take your real estate game to the next level!

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Join us for an enriching podcast episode featuring Spencer Hilligoss, CEO and Co-Founder of Madison Investing, an accomplished syndicator, investor, and renowned speaker. Spencer draws from his extensive experience as a former technology executive, having built high-performing teams across multiple companies, including software "unicorns" valued at over $1 billion.

In this engaging conversation, Spencer shares invaluable insights on how to construct your own financial moat, ensuring your financial security and growth. He delves into strategies for wealth preservation, syndication, and investor relations, drawing from his membership in the 2023 Forbes Business Council and his role as a Registered Representative of Finalis Securities LLC.

Tune in to discover the keys to building financial resilience and success with Spencer Hilligoss as your expert guide.

HIGHLIGHTS FROM THE EPISODE
01:44 - Spencer's journey into real estate
05:26 - Active vs passive investing
11:00 - Critical skills for building a business
15:00 - Importance of a financial moat
20:50 - Real estate syndication
25:07 - Contact Spencer

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Website: https://www.madisoninvesting.com/

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Join us for a deep dive into the world of passive real estate investing with the seasoned expert, Taylor Loht. Taylor, renowned for his multifamily and self-storage property investments, hosts the "Passive Wealth Strategy" podcast and boasts a diverse portfolio spanning key markets like Dallas, Houston, Atlanta, Phoenix, and mid-Michigan.

In this enlightening podcast episode, Taylor shares his wealth-building strategies that have helped him raise investor capital through syndication models. Discover how Taylor's value-add approaches have consistently elevated net operating income and property values.

Taylor's insights cover critical topics such as market selection, the importance of a well-executed business plan, and navigating interest rate trends. Whether you're a novice or seasoned investor, Taylor's expertise offers valuable guidance to enhance your real estate investment game.

Tune in now to unlock the secrets of passive wealth generation in the real estate realm and take your investment strategy to the next level.

HIGHLIGHTS FROM THE EPISODE 01:44 - Taylor's journey into real estate 05:43 - Investments process and types of investments 09:36 - Active vs passive investing 16:14 - Passive investments red flags 21:36 - Deal makers and breakers 25:07 - Contact Taylor

CONNECT WITH THE GUEST Website: https://www.Passiverealestatecourse.com Podcast: Passive Wealthy Strategy Show                   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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Join us for an inspiring episode as we sit down with Brian Wagers, a multifaceted real estate investor whose journey from Cincinnati, OH, to becoming a top sales professional, reflects his unwavering dedication to success. With a background in Business Economics and Psychology from the University of Kentucky, Brian's investment journey began in Northwest Arkansas, where he's now a respected figure in the real estate arena.

Brian's impressive portfolio growth includes managing 500 units before venturing into syndication, where he's contributed to over $200 million in apartment transactions, totaling 2,000 units. As Chief Investment Officer (CIO) at Elevate, Brian excels in educating investors on wealth-building through multifamily real estate.

In this episode, Brian not only reveals his insights into growing net worth but also guides busy professionals and business owners on leveraging tax benefits and depreciation losses through real estate investments. Discover the keys to passive investment success and holistic well-being as Brian shares his passion for fitness, family, and finance. Don't miss this enriching conversation!

HIGHLIGHTS FROM THE EPISODE 01:44 - Brian's journey into real estate 07:56 - His role in a team 10:26 - Deal flow 14:16 - Passive investors 21:56 - Bonus depreciation 25:37 - Contact Brian

CONNECT WITH THE GUEST Website: https://www.elevatecig.com                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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Join us in this captivating episode featuring Sief Khafagi, a former tech powerhouse at Facebook who transitioned into real estate investing. Sief, now the founder of Techvestor, is on a mission to help accredited real estate investors and busy professionals diversify their portfolios with short-term rentals, specifically Airbnbs.

In this insightful conversation, Sief shares how you can passively invest in hundreds of Airbnbs with investments as low as $25,000. Discover how Techvestor leverages cutting-edge technology to underwrite over 100,000 properties monthly, securing the best deals for investors. With insights from industry experts and an impressive $37 million in first-year funding, Techvestor is poised to lead the institutionalization of short-term rentals.

Don't miss this chance to explore a groundbreaking approach to real estate investment at techvestor.com and revolutionize your financial future.

HIGHLIGHTS FROM THE EPISODE 02:44 - Sief's tech background brings a competitive advantage in real estate. 04:49 - Opportunity in short-term rental sector disruption. 08:49 - Market data drives powerful software for success. 11:01 - Eight-year North Star predicts competitiveness and trends. 15:05 - Fund operator prioritizes guest experience, data-driven decisions. 19:15 - Faster growth, lower costs, attracting institutional buyers.

CONNECT WITH THE GUEST Website: https://www.techvestor.com                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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Join us for an amazing episode featuring Lane Kawaoka, a seasoned investor and engineer who transitioned from the corporate world to full-time real estate investing. Lane's journey from engineering to real estate entrepreneurship is an inspiring tale of pursuing financial freedom.

In this insightful conversation, Lane shares his experiences and expertise in passive real estate investing, shedding light on the distinction between cashflow and appreciation investments. Discover how his strategic move into syndications investing, focused on affordable housing, has created opportunities for everyday investors to access lucrative deals once reserved for the wealthy.

If you're curious about whether passive real estate investing aligns with your financial goals, this episode provides invaluable insights to help you decide. Tune in now to explore the path to financial independence through smart real estate investments!

HIGHLIGHTS FROM THE EPISODE 1:27 - How Lane got into real estate 4:36 - Challenges with turnkey model 7:55 - Process of becoming a syndicator 13:44 - Tips for passive investors 18:28 - Today's market 24:35 - Contact Lane

CONNECT WITH THE GUEST Email: lane@simplepassivecashflow.com Website: simplepassivecashflow.com                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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Join us for an enlightening podcast with Tim Little, a real estate investor who transformed his financial trajectory from student debt to a staggering $90 million real estate portfolio. Tune in as Tim shares his expert insights on breaking free from the landlord trap, discussing his journey from passive investing to wealth creation. Gain valuable strategies and inspiration to pave your own path towards financial freedom. Whether you're buried in debt or seeking investment avenues, this episode offers actionable advice to propel your journey forward. Don't miss this opportunity to learn from Tim's remarkable success story!

HIGHLIGHTS FROM THE EPISODE 1:27 - How Tim got into real estate 5:48 - His plan to get out of debt 9:58 - Student loan to 90 million in real estate 16:38 - The landlord trap 20:28 - Questions passive investors should be asking 22: 58 - His objectives 26:38 - Contact Tim

CONNECT WITH THE GUEST Email: tim@zonainvestments.com                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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Tune into this inspiring episode featuring Daniel Nickles, as he shares profound insights from his Ironman training journey. Daniel's experiences transcend sports, offering lessons applicable to life's challenges.

Discover the mindset, discipline, and resilience that propels Ironman athletes to success, and learn how these principles can empower your personal and professional endeavors. Join us for an engaging conversation that uncovers the transformative power of endurance sports, helping you conquer your own feats. Don't miss this opportunity to tap into Daniel's wisdom and elevate your approach to life's race!

HIGHLIGHTS FROM THE EPISODE 01:40 Benefits of doing something physically challenging 4:50 How to get out of your comfort zone 7:50 Similarities between investing and triathlon 11:50 How to overcome your biggest challenge 14:00 Worst environment for training 16:00 Consistency is key 22:10 Creating momentum

CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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Discover the keys to successful real estate investing in this enlightening podcast featuring Charles Carillo, a true powerhouse in the industry. As the founder of Harborside Partners and a veteran with a track record of over $200 million in real estate transactions, Charles brings a wealth of expertise in revitalizing multifamily and commercial properties.

Join us as Charles dives into strategies to sidestep the most common pitfalls that real estate investors encounter. With his hands-on experience and extensive passive investments across diverse asset classes, including commercial real estate and emerging tech startups, Charles offers invaluable insights for both novice and seasoned investors.

Host of the acclaimed "Global Investors" podcast, Charles combines interviews with successful investors and weekly strategy episodes to provide a comprehensive guide for aspiring real estate moguls. Don't miss this opportunity to learn from a seasoned pro and elevate your investment game.

HIGHLIGHTS FROM THE EPISODE 1:27 - How Charles got into real estate 4:18 - What he learned during his journey 7:11 - Self managing experience 12:10 - How his role changed as a real estate investor 13:48 - Mistakes made in real estate 16:20 - Strategies to mitigate risks 20: 00 - His objectives 21:45 - Contact Charles

CONNECT WITH THE GUEST Website- https://harborsidepartners.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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In this insightful episode, we sit down with Chad Zdenek, a multi-talented professional with an impressive background as a registered Professional Engineer, licensed General Contractor, and former CEO of Mobile Illumination. Chad's journey started in Construction Management and Structural Engineering, where he worked on groundbreaking projects like the Space Shuttle Main Engines for Boeing.

Hailing from Los Angeles, Chad has witnessed the pressing need for multifamily units, spurring him to utilize his expertise in construction and engineering to make a difference. He shares how his extensive background helped him assemble deals to enhance apartment housing, benefiting both communities and stakeholders while creating passive income streams.

Tune in to learn how Chad's wealth momentum strategy, driven by maximizing shareholder value and improving apartment living, can pave the way for successful passive income endeavors. Whether you're a seasoned investor or just starting, this podcast offers valuable insights into leveraging various skills to create long-term wealth through passive income opportunities.

HIGHLIGHTS FROM THE EPISODE 1:27 - How Chad got into real estate 4:18 - What he learned during his journey 6;08 - What contributed most to his success 10:56 - Real estate asset classes 12:38 - Due diligence before investing 17:08 - Assets with great returns in the future 20:06 - Distress property opportunities 22:48 - His objectives 24:26 - Contact Chad

CONNECT WITH THE GUEST Website- https://www.csqproperties.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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Join us in this enlightening podcast episode as we sit down with Andrew Keel, a seasoned real estate investor with a remarkable journey from a Central Florida real estate apprentice to a successful mobile home park investor. Andrew shares his transformative experiences in wholesaling and residential flips, which led him to the realization of the vulnerability in his business model as a house flipper.

With an eagerness to diversify and create passive, recession-proof income, Andrew ventured into the world of manufactured housing. In this captivating conversation, he sheds light on the soaring demand for affordable housing, especially in the face of limited supply and redevelopments. Andrew's vision of owning over $100 million in mobile home parks and self-storage facilities makes for an inspiring and thought-provoking discussion.

Tune in to discover why mobile home park investing offers a win-win scenario for both investors and residents, providing America's most affordable, non-subsidized source of housing while securing steady returns. This podcast is a must-listen for anyone seeking to gain insights into the promising world of mobile home park investments.

HIGHLIGHTS FROM THE EPISODE 1:27 - How he got into mobile home parks 4:25 - How long did his first deal take 6;00 - Lessons from his fist property 8:55 - Future of mobile home parks 10:16 - Strategies for making more profit 11:56 - Cash flow play vs Appreciation play 12:46 - Buying criteria for mobile home parks  15:36 - Mistakes in mobile home park business 19:46 - Deal flow  21:00 - Objectives he wants to achieve  21:26 - Contact Andrew

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In this episode, we are joined by the multi-talented Pranay Parikh, M.D. Pranay is not only a Physician but also a Real Estate/Venture Capital Investor, Co-Founder of Ascent Equity Group, Co-Creator of Passive Real Estate Academy, and Host of the From MD to Entrepreneur Podcast. His expertise and passion lie in collaborating with fellow physicians to foster a community focused on ethical and equitable real estate investing. With his extensive knowledge and experience, Pranay has been a sought-after speaker at conferences like the Financial Freedom Through Real Estate, where he imparts his wisdom on real estate investment strategies. Through his podcast, From MD to Entrepreneur, he provides valuable tools and resources for doctors looking to take control of their lives and finances as physician entrepreneurs. Join us in this episode as we delve into the world of real estate investing, passive income strategies, and the inspiring journey of Pranay Parikh, M.D., as he empowers physicians to achieve financial freedom through real estate entrepreneurship.

HIGHLIGHTS FROM THE EPISODE Pranay's journey into real estate 00:00 - 6:30 Ways to find the right partner 6:30 - 9:31 Why brand building is so important 9:31 - 14:26 Maximizing assistance 14:26 - 16:36 Platforms for education 16:36 - 19:07 Ascent equity future plans 19:07 - 22:10 Ways to contact Pranay 22:10 - 23:50

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Multifamily properties play an essential role in today's real estate market. Marc Weisi is a co-founder of Maple Capital Partners. Marc is a bond trader turned multifamily investor who started investing in residential real estate in 2016. He and his partner switched to multifamily in 2020. They believed in serving the communities in which they invest, educating others on the wealth-building power of multifamily real estate, and making an impact along the way. In this episode, Mark will divulge his story of moving into multifamily real estate and how he got into the business. Additionally, he will talk about the challenges he encountered along the way and how he overcame them. Moreover, he will provide essential tips for building your investment portfolio.

HIGHLIGHTS FROM THE EPISODE 1. Mark’s journey into real estate 00:00 - 3:34 2. Reasons for investing in real estate 3:34 - 4:42 3. Challenges on the way 4:42 - 9:05 4. Portfolio building tips 9:05 - 10:50 5. Transition from the condo 10:50 - 13:27 6. Partnership 13:27 - 14:59 7. Investing in other people’s deals 14:59 - 16:10 8. Limited Partner 16:10 - 20:18 9. Lessons for effective managing 20:18 - 22:19 10. Company focus 22:19 - 23:15 12. Ways to contact Mark 25:40 - 28:08

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In this episode, our host Daniel Nickles discusses his personal ultimate risk tolerance test. He shares his experience of starting out as an investor, feeling a lot of resistance when it came to taking action and making offers on deals. He realized that fear of the unknown and the risk involved were holding him back. To overcome this, he developed a risk tolerance test consisting of one question that provided clarity and helped him move forward. He emphasizes the importance of recognizing uncertainty and confusion and responding with either a firm "no" or diving deeper to gain a better understanding. He cautions against doing nothing and highlights the potential negative consequences of avoiding decision-making. Additionally, he mentions that the fear of missing out on a deal should not overshadow the fact that there will always be more opportunities in the future. Finally, he warns that the habit of doing nothing can extend beyond investing and impact other areas of life, ultimately hindering personal growth.

HIGHLIGHTS FROM THE EPISODE 00:00 Overcoming Fear of the Unknown 3:44 Two important responses 6:45 Just do nothing 10:19 Risk tolerance test 12:59 Ultimate risk assessment question 14:56 Importance of the question

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Are you interested in the untapped potential of agriculture investment? Join us in this episode as Artem, a seasoned finance professional with over 14 years of experience in food, agriculture, and farmland, unveils the groundbreaking platform FarmTogether. Discover how Artem's expertise as the former CFO of Full Harvest Technologies and his background in renowned institutions like Ontario Teachers' Pension Plan, E&Y, and PwC led him to revolutionize how we invest in agriculture. In this episode, Artem takes us through his vast knowledge and entrepreneurial spirit in agriculture. With FarmTogether, Artem aims to democratize access to farmland investments, leveraging technology to empower investors. Explore the challenges and opportunities in this often-overlooked asset class as Artem shares his insights and experiences. Whether you're an investor seeking financial growth or a stakeholder passionate about a sustainable future, Artem's vision and expertise will inspire you. Join us as we unlock the opportunities in agriculture investment and pave the way for a more prosperous and sustainable future.

HIGHLIGHTS FROM THE EPISODE 00:00 Artem's journey into real estate 3:34 Transition into creating farm 5:18 Farmland projects 10:15 Criteria for buying farms 13:25 Investing in farmland vs. other asset classes 18:51 Benefits of investing in farmland 20:24 Farm Together Goals for near future 22:01Ways to contact Artem

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Get ready to dive into real estate investing as we sit down with the brilliant mind behind over $1 billion of property transactions, Mark Khuri! With a career spanning 17 years and a portfolio that includes residential and commercial investments across multiple markets in the US, Mark Khuri brings a wealth of knowledge and experience to the table. In this episode, you'll discover the strategies, techniques, and insider tips that have propelled Mark to the forefront of the real estate industry. From analyzing thousands of investment opportunities to successfully closing over 120 property deals, Mark's expertise is second to none. Join us as we delve into his journey, exploring how he sourced, acquired, and managed properties and raised capital.

HIGHLIGHTS FROM THE EPISODE 00:00 Mark's journey into real estate 3:18 Current focus 5:05 Prospects for real estate investments 8:43 Deal flow 10:57 Long term strategy 12:03 Strategy to build portfolio 16:02 Company focus for 2023 19:44 Ways to contact Mark

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When you think of short-term rentals, you may think of Air Bnb or Vrbo, but did you know short-term rentals were around long before those companies made them popular?

In this episode, I speak with Alex Jarbo, the founder and CEO of Sargon Investments, who has an MBA with a concentration in real estate development.

His company, Sargon Investments, is a short-term rental resort development firm whose mission is to provide above-average, double-digit returns to our accredited investors.

He’s also a former Marine, a regular contributor to some of the world's top real estate investing podcasts, and the host of the YouTube channel Alex Builds, where he teaches how to build and manage short-term rentals properly.

He discusses the short-term rentals he has right now, what attributed to their success, and his strategies in the current market to keep them successful. He also tells us how we can invest passively with short-term rentals and how you can get started investing in this booming asset class.

HIGHLIGHTS FROM THE EPISODE 1:20 How he got into real estate 4:27 What gave him the confidence to do long-term rentals 5:57 What he learned from his first property 8:10 What is he doing now? 10:47 How is he handling the market right now 11:53 Recommended strategy 14:26 What trends is he seeing in short-term rentals right now 16:49 Be careful who you are taking advice from 17:57 What attributed to the success of his properties 20:06 The drivability of the markets 21:43 How does he separate himself from the mom-and-pop rentals 23:19 Investing passively with short-term rentals 25:50 Contact Alex

CONNECT WITH THE GUEST Email- Alex@SargonInvestments.com LinkedIn- https://www.linkedin.com/in/alex-jarbo-28a940139/ Website- https://www.alexjarbo.com/home YouTube Channel- https://www.youtube.com/c/AlexBuilds1 Sargon Investments- https://sargoninvestments.com/

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Are you ready to take your multifamily investing journey to new heights?
Join us in this captivating episode as we dive into multifamily real estate investing with the inspiring Senate Eskridge. Senate, a successful multifamily real estate investor, and serial entrepreneur, hails from Twin Falls, Idaho. He and his wife, Cari, have raised five children in the Magic Valley. Senate's vast experience, including owning his financial firm, has made him an ideal fit for multifamily real estate investing. He owns 513 units nationwide and has helped nearly 100 individuals from diverse backgrounds enter the multifamily real estate market. In this episode, Senate Eskridge takes us on a captivating journey into the world of real estate. From his early days in the industry, Senate shares his experiences and the pivotal moments that led him to become a successful multifamily real estate investor. Next, Senate delves into the crucial topic of deal flow in the multifamily market. He unravels the secrets behind establishing and nurturing strong relationships with brokers, providing valuable insights on navigating this aspect of the industry effectively. Next, Senate imparts invaluable tips for analyzing deals, drawing from his extensive expertise. Finally, he discusses common mistakes that investors often make during the deal analysis and guides how to avoid them.

HIGHLIGHTS FROM THE EPISODE
1. Senate's journey into real estate 00:00 - 4:39
2. Deal flow in multifamily 4:39 - 6:09
3. Relationships with brokers 6:09 - 10:31
4. Tips for analyzing deals 10:31 - 14:30
5. Common mistakes in analyzing deals 14:30 - 17:40
6. Conservative estimates 17:40 - 19:24
7. Opportunities in multifamily 19:24 - 21:32
8. Ways to contact Senate 21:32 - 22:35

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Website- https://senateeskridge.com

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Want to know more about successful investing in real estate and how to become a professional in real estate? Then watch our new episode with John Casmon.

John Casmon launched Casmon Capital Group to help busy professionals invest in real estate without taking on a second job. As a result, they've helped families invest over $100M in multi-family apartments to create passive income, reduce their tax obligation, and foster generational wealth. John hosts the Multi-family Insights podcast. In addition, he is the co-founder of the Midwest Real Estate Networking Summit. As a former marketing executive, John oversaw marketing campaigns for General Motors, PepsiCo, and MillerCoors.

In this episode, John shares his journey into real estate, starting from his early days in the industry. Moreover, he talks about his transition into multi-family properties and explains his strategy for building a successful multi-family portfolio. Next, John dives into the key features of a successful investor and highlights a common issue in growing a portfolio. Finally, he explains the benefits of passive investing in real estate syndication and advises moving forward.

HIGHLIGHTS FROM THE EPISODE
1. John's journey into real estate 00:00 - 3:57
2. Transition into multi-family 3:57 - 7:51
3. Strategy for building multi-family portfolio 7:51 - 9:50
4. Features of a successful investor 9:50 - 14:22
5. Standard issue in growing a portfolio 14:22 - 20:09
6. Passive investing in real estate syndication 20:09 - 25:22
7. Advice for Moving Forward 25:22 - 28:12
8. Ways to connect John 28:12 - 29:10

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Website- https://casmoncapital.com
LinkedIn- https://www.linkedin.com/in/multifamily-apartments-john-casmon/

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The oil and gas industry has historically provided high returns on investment for those willing to take on the risks that come with this industry.

Grant Norwood is the founder and CEO of Norwood Energy Group. Grant handles daily operations and evaluations of Oil & Gas prospects/minerals. He has an extensive background in the Oklahoma SCOOP and STACK resource plays. As well as the Louisiana Gulf Coast and all productive areas around Texas.

In this episode, Grant shares his journey into the oil and gas industry and provides an insight into the inner workings of this industry. He discusses the various challenges facing the oil and gas industry and his company's operations and investment strategies in the oil and gas industry.

HIGHLIGHTS FROM THE EPISODE

  1. Grant’s journey into oil and gas 00:00 - 4:53

  2. Insight into oil and gas industry 4:53 - 8:12

  3. Challenges for oil and gas 8:12 - 14:02

  4. Company operations 14:02 - 16:21

  5. Investment strategies 16:21 - 24:55

  6. Norwood Energy's focus 24:55 - 26:15

  7. Ways to connect Grant 26:15 - 28:02

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Website- https://norwoodenergycorp.com

LinkedIn- https://www.linkedin.com/in/grant-norwood-999a13186/

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Website- https://upstreaminvestor.com/

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Awareness of real estate risks can help individuals make informed decisions and protect their financial interests.

Christopher Larsen is the founder and Principal of Next-Level Income. Since "retiring" after 18 years in the medical device industry, he has dedicated his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. After that, Chris expanded into development, private lending, buying distressed debt and commercial office, and ultimately syndicating commercial properties. He began syndicating deals in 2016 and has been actively involved in over $1B of real estate acquisitions. In addition to real estate, Chris owns multiple car wash locations across the Southeast. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC, where he loves spending time with them outdoors and enjoying the food and culture the region offers.

In this episode of the podcast, Chris takes us on his journey into the world of real estate, discussing his personal experiences and the lessons he has learned along the way. He also delves into the concept of mutual engineering and how it can be applied in real estate, as well as the market's current state and risk mitigation techniques. Finally, Chris shares insights into the potential opportunities in the multifamily sector and highlights some prospective markets worth considering.

HIGHLIGHTS FROM THE EPISODE

  1. Chris’ journey into real estate 00:00 - 3:23

  2. Mutual engineering 3:23 - 6:11

  3. Market state 6:11 - 8:40

  4. Risk mitigation techniques 8:40 - 12:04

  5. Opportunities in multifamily 12:04 - 15:06

  6. Prospective markets 15:06 - 17:03

  7. Car washes 17:03 - 22:07

  8. Ways to connect Chris 22:07 - 23:24

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Website- https://nextlevelincome.com

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Website- https://upstreaminvestor.com/

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Investing in self-storage assets can provide investors with a stable income stream, diversify their portfolios, and offer opportunities for capital appreciation.

Fernando Angelucci worked at Dow Chemical, a Fortune 50 company, rolling out a flagship product estimated to gross $1B in global revenues. At 23, Fernando left the 9-5 world and started investing in residential real estate by acquiring residential rentals and acquiring, renovating, and selling residential projects. Fernando then went on to build a multi-family rental portfolio spanning the Midwest. In preparation for the next down cycle, Fernando and the team divested from residential real estate to focus on self-storage. Fernando graduated from the University of Illinois at Urbana-Champaign in 2013 with a B.A. degree in Technical Systems Management. Fernando currently resides in Chicago, IL.

In this episode, our guest Fernando Angelucci talks about the macroeconomic trends in the U.S. that are driving the demand for self-storage. In addition, he noted that there are some challenges, such as competition from new self-storage facilities and changing consumer behavior due to technological advancements.

HIGHLIGHTS FROM THE EPISODE

  1. Fernando’s journey into real estate 00:00 - 4:25

  2. Why self-storage 4:25 - 6:42

  3. Benefits over other asset classes 6:42 - 12:27

  4. Historical trends of self-storage 12:27 - 18:45

  5. Effective strategies 18:45 - 29:15

  6. Contact Fernando 29:15 - 31:27

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Website- https://ssse.com

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Website- https://upstreaminvestor.com/

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Passive income can provide a steady stream of income that can help individuals maintain financial stability, especially during times of crisis, such as a job loss or unexpected expenses.

Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge Wall Street's traditional financial planning advice. He then started an obsessive journey to understand how the top one percent built wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments. He is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the stock market's volatility. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and hosts the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

In this episode, our guest Dave Wolcott will share his experience in investing, talk about the strategies he applies, and delve into the phases of a wealth strategy.

HIGHLIGHTS FROM THE EPISODE

  1. Dave’s journey into investing 00:00 - 6:17

  2. Life by design 6:17 - 7:53

  3. Benefits of oil and gas 7:53 - 13:33

  4. Phases of wealth strategy 13:33 - 31:53

  5. Ways to connect Dave 31:53 - 33:26

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Website- https://pantheoninvest.com

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Real estate is one of the most profitable market investment types.

Jack Krupey has invested in real estate and distressed debt since 2001. He has built long-term relationships with experienced real estate developers, sponsors, and syndicators over his 20+ year career. Jack leveraged the 2008 financial crisis as part of a private equity fund that yielded impressive returns from distressed and restructured debt. He repositioned properties as well as modified and restructured loans for borrowers.

In 2014, Jack entered into a partnership with a large private equity fund and led the firm's asset management arm that made over 3 billion dollars in purchases of non-performing and re-performing mortgage debt between 2015 and 2019.

Jack, an entrepreneur by nature, decided to start JK Asset Management to focus on alternative assets such as value-add multifamily real estate. He then launched the JKAM Diversified Real Estate Fund in September 2020 and is launching a 2nd Diversified Fund in 2022.

In this episode, our guest Jack will share his real estate experience and tips for those who want to get started in this field but need to know how. Moreover, Jack will delve into the topic of alternative investment asset classes and provide insight into those assets that he thinks are the most prospective.

HIGHLIGHTS FROM THE EPISODE

  1. Jack’s journey into investing 00:00 - 3:36

  2. Defining moment in life 3:36 - 7:05

  3. Tips for investing 7:05 - 9:36

  4. Alternative investments 9:36 - 14:48

  5. Advice how to get started 14:48 - 19:46

  6. Prospective alternative assets 19:46 - 23:10

  7. Ways to contact Jack 23:10 - 24:59

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Website- https://jkaminvestments.com

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Multifamily properties play an essential role in today's real estate market.

Marc Weisi is a co-founder of Maple Capital Partners. Marc is a bond trader turned multifamily investor who started investing in residential real estate in 2016. He and his partner switched to multifamily in 2020. They believed in serving the communities in which they invest, educating others on the wealth-building power of multifamily real estate, and making an impact along the way.

In this episode, Mark will divulge his story of moving into multifamily real estate and how he got into the business. Additionally, he will talk about the challenges he encountered along the way and how he overcame them. Moreover, he will provide essential tips for building your investment portfolio.

HIGHLIGHTS FROM THE EPISODE

  1. Mark’s journey into real estate 00:00 - 3:34

  2. Reasons for investing in real estate 3:34 - 4:42

  3. Challenges on the way 4:42 - 9:05

  4. Portfolio building tips 9:05 - 10:50

  5. Transition from the condo 10:50 - 13:27

  6. Partnership 13:27 - 14:59

  7. Investing in other people’s deals 14:59 - 16:10

  8. Limited Partner 16:10 - 20:18

  9. Lessons for effective managing 20:18 - 22:19

  10. Company focus 22:19 - 23:15

  11. Outlook for multifamily 23:15 - 25:40

  12. Ways to contact Mark 25:40 - 28:08

CONNECT WITH THE GUEST

Website- https://investwithmaple.com/?fbclid=IwAR0S8YQ1MVoABtQ50cAJDmDvdvRNO4PvXyQErUqbcrh252R-DtM58Kj7WaQ

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Website- https://upstreaminvestor.com/

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Good relationships with partners greatly impact the success of any business or project.

Dave Codrea is co-founder of Greenleaf, an Atlanta-based real estate investment firm. From the beginning, Dave built Greenleaf to provide quality affordable housing that offers unique compassion and partnership with residents. Since its inception as a two-man venture, Greenleaf has grown its geographic footprint to encompass several states in the Southeastern US. The growing portfolio currently includes Apartments, Mobile Homes, and Commercial properties. Our investment, management, and construction platforms work in sync providing top-level customer experience, impressive investment returns, and a culture of innovation and goal setting.

In this episode, Dave will talk about managing different asset classes, the importance of being well-informed about the area, and ways it can assist in real estate. Furthermore, he will discuss the risks in commercial real estate and how to identify them.

HIGHLIGHTS FROM THE EPISODE

  1. Dave’s journey into real estate 00:00 - 2:08

  2. Focus of the company 2:08 - 4:02

  3. Managing different asset classes 4:02 - 6:42

  4. Rent growth 6:42 - 8:49

  5. Importance of locality knowledge 8:49 - 10:56

  6. Biggest risk in commercial real estate 10:56 - 12:47

  7. Risk recognition 12:47 - 16:36

  8. Strategy for businesses 16:36 - 19:00

  9. Tip for LP investors 19:00 - 22:12

  10. Goals for 2023 22:12 - 24:01

  11. Ways to contact Dave 24:01 - 24:58

CONNECT WITH THE GUEST

LinkedIn- https://www.linkedin.com/in/davidcodrea/

Website- https://www.gogreenleafmanagement.com

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Website- https://upstreaminvestor.com/

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Tax planning is an integral part of financial planning, which is essential to the success of a business.

Natalie Kolodij is an IRS Enrolled Agent who working exclusively with Real Estate Investors for almost a decade. An active real estate investor and FIRE enthusiast, she understands the need to pay as little tax as legally possible while ensuring you continue to qualify for the financing you need to grow.

In this episode, Natalie will share the benefits of using tax strategies, discuss questions for real estate investors, and advise real estate investors and bookkeeping guidance. Furthermore, she will provide details on short-term rentals and how the “lazy 1031” can benefit passive investors.

HIGHLIGHTS FROM THE EPISODE

  1. Natalie’s journey into real estate 00:00 - 3:01

  2. Seeking tax guidance 3:01 - 4:59

  3. Questions for real estate investors 4:59 - 7:08

  4. Advice for real estate investors 7:08 - 9:40

  5. Recommendations for bookkeeping 9:40 - 11:31

  6. Key points of short-term rentals 11:31 - 16:16

  7. CPA and tax strategies 16:16 - 19:40

  8. Definition of 1031 19:40 - 24:02

  9. Ways to contact Natalie 24:02 - 25:30

CONNECT WITH THE GUEST

LinkedIn- https://www.linkedin.com/in/nkolodij/

Website- kolotax.com

CONNECT WITH THE HOST

Website- https://upstreaminvestor.com/

Facebook- https://www.facebook.com/TwoSmartAssets/

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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Investing in short-term rentals can help diversify your investment portfolio.

Leslie Ann Morris began her investment journey in Smokey Mountain while earning an MBA from the University of Southern California and working as a commercial banker in Los Angeles. For over twenty years, Leslie has helped high-profile clients like SpaceX and negotiated a $50 million private-equity deal. She applies the same underwriting strategy to building her growing real estate portfolio. In addition, she is sharing her playbook to encourage others to do the same, creating passive income from short-term rentals.

From the moment she closed her first investment cabin in 2019, she knew she had made the right choice. The cash flow allowed her to quickly grow her portfolio to double digits and a value of $7 million in less than three years. In addition, Leslie fell in love with Tennessee and moved there in 2020. She quickly founded two sister companies: a real estate acquisition company, Invest in the Smoky Mountains, and Josh's Cabins Management, a full-service property management company. Her one-stop store allows out-of-state investors to create passive income by offering concierge-style services to guests without the hassle of self-management.

In this episode, Leslie will talk about her journey into real estate, the benefits of short-term rentals, and how to deal with possible downturns. Likewise, she'll share tips for those planning to start investing in real estate and talk about her plans for 2023.

HIGHLIGHTS FROM THE EPISODE

  1. Leslie’s journey into real estate 00:00 - 3:50

  2. Short-term rental market 3:50 - 8:21

  3. Smoky Mountain property 8:21 - 11:43

  4. Market expectations for the next year 11:43 - 14:58

  5. Navigating a potential downturn 14:58 - 18:18

  6. Short-term rental investor options 18:18 - 21:15

  7. Tips for potential investors 21:15 - 23:38

  8. Business focus for 2023 23:38 - 25:02

  9. Ways to contact Leslie 25:02 - 26:06

CONNECT WITH THE GUEST

LinkedIn- https://www.linkedin.com/in/leslieannemorris

Website- https://leslieannemorris.com

CONNECT WITH THE HOST

Website- https://upstreaminvestor.com/

Facebook- https://www.facebook.com/TwoSmartAssets/

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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Having time freedom is essential for achieving a healthy work-life balance, pursuing personal growth and development, and living a meaningful life.

David McIlwaine is the owner of Colorado Realty Experts, managing a residential real estate brokerage business serving the southern Denver metropolitan area. His portfolio currently includes properties in the Southeast and Midwest. David's real estate industry experience spans over 20 years, and all of the knowledge and insights he possesses come from first-hand sources.

In this episode, David will share his own long journey in real estate that has led him to time freedom. In addition, he'll give an overview of the benefits of rebuying.

HIGHLIGHTS FROM THE EPISODE

  1. David’s journey into real estate 00:00 - 9:17

  2. The way to freedom 9:17 - 12:45

  3. Mistakes of high earning people 12:45 - 19:41

  4. Useful tools for professionals 19:41 - 25:52

  5. Ways to contact David 25:52 - 27:08

CONNECT WITH THE GUEST

LinkedIn- https://www.linkedin.com/in/david-mcilwaine/

Website- https://www.macassets.com

CONNECT WITH THE HOST

Website- https://upstreaminvestor.com/

Facebook- https://www.facebook.com/TwoSmartAssets/

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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Like any other job, working in real estate requires a lot of knowledge to guide you through the process.

Stewart Heath is the CEO of Harvard Grace Capital. He is also an entrepreneur with more than 30 years of experience. Stewart's mission is to the partnership with professionals who want to generate passive income through real estate investing.

In this episode, Stewart will share his business experience during the challenging crisis of 2008 and the lessons he learned from that time. Furthermore, he will discuss what inspired him to start his company and its focus.

HIGHLIGHTS FROM THE EPISODE

  1. Stewart’s journey into real estate 00:00 - 5:46

  2. Portfolio in times of crisis 5:46 - 8:40

  3. Lessons from the crisis 8:40 - 12:40

  4. Current situation vs. the 2008 crisis 12:40 - 16:26

  5. Reasons for founding the firm 16:26 - 19:42

  6. Tennessee Valley 19:42 - 23:53

  7. Company focus for 2023 23:53 - 24:54

  8. Ways to contact Stewart 24:54 - 25:50

CONNECT WITH THE GUEST

LinkedIn- https://www.linkedin.com/in/stewartoheath/

Website- https://www.harvardgrace.com/

CONNECT WITH THE HOST

Website- https://upstreaminvestor.com/

Facebook- https://www.facebook.com/TwoSmartAssets/

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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Many people choose to invest in real estate as a way to build wealth and generate passive income through rental properties.

Caleb Johnson has been an entrepreneur since the age of 18. He founded Red Sea Capital Group in 2022. In 2021, Caleb joined NK Development Group, where he helped raise capital and acquire properties. This has allowed the company to grow to over 450 units in 2 years. Caleb's mission is to be a faith-based professional, committed to investors and relationship building.

In this episode, Caleb shares his story of getting into entrepreneurship at a young age. He will discuss his goals and accomplishments, including his company, founded in 2022, and its current and future activities.

HIGHLIGHTS FROM THE EPISODE

  1. Caleb’s Journey into real estate 00:00 - 3:40

  2. Acquisition of real estate 3:40 - 8:44

  3. Switching to a different path 8:44 - 11:14

  4. Red Sea Capital Group's future strategy 11:14 - 14:10

  5. The future of value-added strategies 14:10 - 16:32

  6. Level of deal flow 16:32 - 18:38

  7. Deal strategy 18:38 - 20:58

  8. Company goals for 2023 20:58 - 23:48

  9. Ways to contact Caleb 23:48 - 24:47

CONNECT WITH THE GUEST

LinkedIn- https://www.linkedin.com/in/caleb-johnson-7b7300205/

Website- https://redseacapitalgroup.com/due-diligence/

https://redseacapitalgroup.com

CONNECT WITH THE HOST

Website- https://upstreaminvestor.com/

Facebook- https://www.facebook.com/TwoSmartAssets/

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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In this Off The Beaten Path Episode, Caleb Johnson shares tips and resources for investors and entrepreneurs looking for success.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access: https://upstreaminvestor.com/

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Investing is crucial to increasing your wealth and achieving your goals, one of which is financial freedom.

Jared Asch is the founder and managing partner of Capstone Government Affairs, a full-service consulting firm with a nationwide reach. He is a recognized leader in his field and specializes in building partnerships and guiding his clients through state and local governments' complex procurement, legislative and regulatory processes. Jared's clients work in a wide variety of industries. His specialty is opening doors and closing deals.

In this episode, Jared shares essential information on how to find investors and build long-term relationships with them. In addition, we'll go over how to determine if an investor is right for you.

HIGHLIGHTS FROM THE EPISODE

  1. Jared’s Journey into real estate 00:00 - 2:55

  2. Connection building skills 2:55 - 4:08

  3. What to focus on in a conversation with an investor 4:08 - 6:18

  4. Unsuitable investor 6:18 - 10:15

  5. Experience of providing capital preservation 10:15 - 12:21

  6. Follow-up process with investors 12:21 - 15:50

  7. How to build and keep long-term relationships 15:50 - 17:55

  8. Concerns about the market 17:55 - 20:35

  9. Advice for passive real estate investors 20:35 - 22:10

  10. Crown Capital's plans for 2023 22:10 - 23:17

CONNECT WITH THE GUEST

LinkedIn- linkedin.com/in/jaredasch

Website- https://www.capstonegov.com

CONNECT WITH THE HOST

Website- https://upstreaminvestor.com/

Facebook- https://www.facebook.com/TwoSmartAssets/

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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In this Off The Beaten Path Episode, Jared Asch shares tips and resources for investors and entrepreneurs looking for success.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access: https://upstreaminvestor.com/

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Have you ever thought about starting your own real estate business? If you love helping others and want to help make a difference in the lives of others, consider Assisted Living Facilities.

Loe Hornbuckle is the CEO and founder of Sage Oak Assisted Living and Memory Care. Sage Oak was founded in 2015. It is a "boutique senior care company" with 5 locations in Dallas and 40 beds. The company provides a comfortable environment where seniors can feel at home and receive the care and dignity they deserve. Sage Oak also has two new 300-bed boutique projects in Texas and Louisiana with an estimated value of $45 million.

In this episode, Loe will share her experience in Assisted Living, what the business of Assisted Living is based on, and what services are available. He will also reveal the secrets of his company's success and its ideology.

HIGHLIGHTS FROM THE EPISODE

  1. Loe’s Journey into real estate 00:00 - 2:50

  2. Start of real estate activities 2:50 - 4:40

  3. How Loe became involved in assisted living 4:40 - 9:35

  4. How to be successful in assisted living 9:35 - 16:35

  5. Customer-focused service business 16:35 - 19:30

  6. How it looks to provide assisted living 19:30 - 23:18

  7. The company's strategy for 2023 23:18 - 26:30

  8. Ways to learn more about the company and product 26:30 - 33:40

CONNECT WITH THE GUEST

LinkedIn- linkedin.com/in/loe-hornbuckle-76b6aba

Website- https://loehornbuckle.com

CONNECT WITH THE HOST

Website- https://upstreaminvestor.com/

Facebook- https://www.facebook.com/TwoSmartAssets/

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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In this Off The Beaten Path Episode, Loe Hornbuckle shares tips and resources for investors and entrepreneurs looking for success off the beaten path!

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access: https://upstreaminvestor.com/

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Financial freedom is important if you want to create wealth because it means living in a place of financial peace. When you have financial freedom, you have choices.

Matt Hansen is the founder of Hansen Holdings, which is dedicated to providing busy professionals with access to proven, income-producing real estate investment opportunities that not only protect against recession but also create wealth and security for generations to come. Matt's journey to financial freedom began with financial loss. During the Great Recession, his 401K decreased by more than $300,000. At the time of the crash, 100% of his retirement funds were invested in the stock market. At the time, he was the director of the Global Supply Chain at a large chemical company, and all of his retirement savings were locked into his 401K. Matt felt a lack of control over his finances, security, and future when faced with the volatility of the stock market. Matt now invests in more than 2,200 multifamily units across the U.S. and enjoys the passive income, wealth, and security they provide. By diversifying his retirement portfolio and reducing his exposure to stock market volatility, he has gained financial freedom.

In this episode, Matt will share the details of his transition to real estate investing. In addition, he will talk about investment strategies and passive investing and advise on finding potential investors.

HIGHLIGHTS FROM THE EPISODE

  1. Matt’s Podcast 00:00 - 2:55

  2. Matt’s Journey to real estate 2:55 - 5:12

  3. Transition to full-time real estate investor 5:12 - 8:20

  4. Investing strategies 8:20 - 9:55

  5. Found out about passive real estate investment 9:55 - 12:45

  6. Adjustment of the strategy 12:45 - 15:40

  7. What to look for in a potential sponsor 15:40 - 20:05

  8. How the circumstances around you affect your business 20:05 - 23:15

  9. What’s on the horizon 23:15 - 24:35

  10. Get educated 24:35 - 25:56

CONNECT WITH THE GUEST

LinkedIn- https://www.linkedin.com/in/matthewhansen11/

Website- https://hansenholdings.com/

CONNECT WITH THE HOST

Website- https://upstreaminvestor.com/

Facebook- https://www.facebook.com/TwoSmartAssets/

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/


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In this Off The Beaten Path Episode, Matt Hansen shares important information with listeners which will be valuable to investors, entrepreneurs, and anyone who wants to succeed.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access: https://upstreaminvestor.com/

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Self-storage is a booming asset class worth an estimated $48 billion and growing. Many investors are taking advantage of the rewards, but like any asset class, you can face challenges and risks. Today's guest shows us how to navigate and reduce the risks involved in self-storage investing.

Tom Dunkel is the Chief Investment Officer of Belrose Storage Group and has over 27 years of experience in real estate and investments. He has specialized in discount real estate investments nationwide since 2006. Early in his career, he worked as a seasoned leader in corporate finance with over $1.2 billion in M&A and middle-market financing experience. He has proved himself to be a trusted decision-making partner for C-level executives. He has currently focused his entrepreneurial energy and enthusiasm on building a self-storage investment business.

In this episode, Tom shares his experience with self-storage investing and how recent inflation has affected his self-storage business. He discusses the resistance self-storage has against recession and a one-of-a-kind checklist for investors to consider when weighing a self-storage opportunity. 

HIGHLIGHTS FROM THE EPISODE 1.  Tom’s Journey into self-storage investing 00:00 - 5:35  2.  Business planning strategy 5:35 - 8:55 3. Tom's self-storage investing experience 8:55 - 10:30  4.  Impact of inflation on his self-storage business 10:30 - 12:35  5.  Recession resistance of self-storage investing 12:35 - 15:00 6.  Top risks to pay attention to 15:00 - 18:50  7.  Single assets vs. fund model 18:50 - 23:00 8.  Company goals for 2023 23:00 - 24:45  9.  Checklist to get started 24:45 - 27:55 

CONNECT WITH THE GUESTTwitter- https://twitter.com/usmresolutionLinkedIn- https://www.linkedin.com/in/tomdunkel/Website- https://belrosestoragegroup.com/

CONNECT WITH THE HOSTWebsite- https://upstreaminvestor.com/Facebook- https://www.facebook.com/TwoSmartAssets/Instagram- https://www.instagram.com/upstreaminvestor/Twitter- https://twitter.com/twosmartassetsLinkedIn- https://www.linkedin.com/company/two-smart-assets/


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In this Off The Beaten Path Episode, Tom Dunkel shares tips and resources for investors looking for success off the beaten path!

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access: https://upstreaminvestor.com/

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When you think of short-term rentals, you may think of Air Bnb or Vrbo, but did you know short-term rentals were around long before those companies made them popular?

In this episode, I speak with Alex Jarbo, the founder and CEO of Sargon Investments, who has an MBA with a concentration in real estate development. His company, Sargon Investments, is a short-term rental resort development firm whose mission is to provide above-average, double-digit returns to our accredited investors.

He’s also a former Marine, a regular contributor to some of the world's top real estate investing podcasts, and the host of the YouTube channel Alex Builds, where he teaches how to build and manage short-term rentals properly.

He discusses the short-term rentals he has right now, what attributed to their success, and his strategies in the current market to keep them successful. He also tells us how we can invest passively with short-term rentals and how you can get started investing in this booming asset class.

HIGHLIGHTS FROM THE EPISODE1:20 How he got into real estate4:27 What gave him the confidence to do long-term rentals5:57 What he learned from his first property8:10 What is he doing now?10:47 How is he handling the market right now11:53 Recommended strategy14:26 What trends is he seeing in short-term rentals right now16:49 Be careful who you are taking advice from 17:57 What attributed to the success of his properties20:06 The drivability of the markets21:43 How does he separate himself from the mom-and-pop rentals 23:19 Investing passively with short-term rentals25:50 Contact Alex

CONNECT WITH THE GUESTEmail- Alex@SargonInvestments.comLinkedIn- https://www.linkedin.com/in/alex-jarbo-28a940139/Website- https://www.alexjarbo.com/homeYouTube Channel- https://www.youtube.com/c/AlexBuilds1Sargon Investments- https://sargoninvestments.com/

CONNECT WITH THE HOSTWebsite- https://upstreaminvestor.com/Facebook- https://www.facebook.com/TwoSmartAssets/Instagram- https://www.instagram.com/upstreaminvestor/Twitter- https://twitter.com/twosmartassetsLinkedIn- https://www.linkedin.com/company/two-smart-assets/


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In this Off The Beaten Path Episode, Alex Jarco shares tips and resources for investors looking to crush their goals in less time!

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access: https://upstreaminvestor.com/

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Are you looking to invest in real estate but need help figuring out where to start amidst the current market uncertainty? Our latest episode with Axel Ragnarsson can help!

Axel is an active real estate investor. He purchased his first multifamily property during his sophomore year in college, leading to the founding of his real estate investment firm, Aligned Real Estate Partners. Aligned Real Estate Partners owns $25M in multifamily real estate and has been a principal party in $35M+ transactions.

In this episode, Axel deep dives into the changes he implemented in his business that helped his investments succeed in the current market, including how to buy property discounted to today's price, increase your reserve funds, and when to underwrite refi. He also explains why he focuses on smaller deals during market uncertainty and how you can increase your chance of success in any market.

HIGHLIGHTS FROM THE EPISODE00:00 Coming up06:24 Intro01:25 Axel’s background – how he got into real estate04:50 Buying properties at a good price to the current market07:13 What percentage is he looking for?09:15 What markets is he finding success in?10:35 How has he adjusted to the rising interest rates?13:07 Fixed debt16:16 Keep adequate reserves on hand17:19 The worst place to be as a sponsor19:47 How much capital should you allocate for reserves?21:15 Don’t underwrite refi in the first five years24:04 Why smaller deals?28:46 Active investor29:31 Summary29:52 Contact Axel 

CONNECT WITH THE GUESTInstagram- https://www.instagram.com/multifamilywealth/?hl=enLinkedIn- https://www.linkedin.com/in/axelragnarsson/Website- https://alignedrep.com/

CONNECT WITH THE HOSTWebsite- https://upstreaminvestor.com/Facebook- https://www.facebook.com/TwoSmartAssets/Instagram- https://www.instagram.com/upstreaminvestor/Twitter- https://twitter.com/twosmartassetsLinkedIn- https://www.linkedin.com/company/two-smart-assets/


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In this Off The Beaten Path Episode, Axel Ragnarsson shares tips and resources for investors looking for success off the beaten path!

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access: https://upstreaminvestor.com/

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Join your host, Daniel Nickles, and his guest, Alex Jarbo, the founder and CEO of Sargon Investments, for an informative conversation about Cashing In on Short-Term Rentals. Alex will discuss the current trends in the short-term rental market and how investors can use them to their advantage. He will explain the differences between actively and passively investing in short-term rentals. Finally, Alex will share his advice for those looking for a passive real estate investment option.

Already hooked? Here's what you should expect in this episode:

  • What gave him the confidence to start with development?
  • How he kept rolling the money into new projects after the first property.
  • Are short-term rentals still performing the way they were 6-12 months ago?
  • The importance of having the right tools and automation in your business.
  • How to take advantage of short-term rental funds.
  • And so much more!

About Alex Jarbo:

Alex Jarbo is the founder and CEO of Sargon Investments. He is a regular contributor to some of the top real estate investing podcasts in the world. He is also the host of the YouTube channel Alex Builds where he teaches how to properly build and manage short-term rentals.

Sargon Investments is a short-term rental resort development firm. They work to provide above-average, double-digit returns to their accredited investors.

Connect with Alex Jarbo here:

Website: https://sargoninvestments.com/

YouTube: https://www.youtube.com/@AlexBuilds1/featured

LinkedIn: https://www.linkedin.com/in/alex-jarbo-28a940139/

Instagram: https://www.instagram.com/magicboyjarbo/?hl=en

Catch The Two Smart Assets Real Estate Investing Podcast here:

https://twosmartassets.com/

Catch Daniel Nickles and get a copy of the Passive Investors Handbook here:

https://upstreaminvestor.com/

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Join your host, Daniel Nickles, and his special guest, Axel Ragnarsson, as they discuss practical strategies to help minimize downside risk while investing in a turbulent market. Axel discusses strategies such as buying properties at a discount, increasing communication with brokers, waiving financing contingencies, direct-to-seller marketing, getting competitive with offers, and cultivating relationships with brokers. Furthermore, he explains the importance of considering loan terms, raising reserve capital to stress-mitigate and protect the capital, focusing on smaller deals, and staying active and consistent to reduce market risk. Don't miss out on this valuable information and tune in now!

Already hooked? Here's what you should expect in this episode:

  • Minimizing downside for you in a turbulent market.
  • How have they adjusted to the current rising interest rate environment?
  • How to communicate to your investors that you’re doing this to protect their capital?
  • What are the benefits of doing smaller deals?
  • The importance of being in a market you really understand.
  • And so much more!

About Axel Ragnarsson:

Axel Ragnarsson is a Multifamily investor and podcast host (Multifamily Wealth Podcast) who helps busy folks invest in real estate. He is a real estate investor who is passionate about assisting other people to achieve passive income through investing in multifamily real estate. Axel is a New Hampshire native and has been a full-time real estate investor in the NH area for 5+ years. He purchased his first multifamily property during his sophomore year at the University of New Hampshire. Shortly after, he caught the real estate bug, leading to the founding of his real estate investment firm, Brickleaf Properties. Brickleaf Properties owns approximately $7M in multifamily real estate and has been a principal party in $20M+ transactions.

Connect with Axel Ragnarsson here:

Website: https://alignedrep.com/

Instagram: https://www.instagram.com/multifamilywealth/?hl=en

LinkedIn: https://www.linkedin.com/in/axelragnarsson/

Catch The Two Smart Assets Real Estate Investing Podcast here:

https://twosmartassets.com/

Catch Daniel Nickles and get a copy of the Passive Investors Handbook here:

https://upstreaminvestor.com/

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In this Off The Beaten Path Episode, Axel Ragnarsson shares with us what entrepreneurs and investors should be doing with their time.

Want to learn more about passive income?

Check out our FREE GUIDE-The Passive Investor's Handbook

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Join Daniel Nickles and Stephen Dall’Orso as they discuss finding financial freedom in real estate investing, building funds, and cash reserves. Stephen shares that as a risk-averse person, he got attracted to the fund model as it is also a risk-averse type of deal. One thing that hinders the reputation is when one finds a deal and does not find capital - something he would like to avoid. He also shares the financing and investing strategies in his single and multifamily properties, his prediction of the interest rates, and property valuations. There’s more to unpack in this episode, so tune in and enjoy!

Outline of the episode:

  • Stephen’s real estate story
  • What attracted him to the fund model
  • How are they financing their properties
  • What strategies does he employ in his properties
  • What it means to be vertically integrated

About Stephen Dall’Orso:

Stephen brings over ten years of experience in the real estate industry. He has been responsible for constructing tailored Financial models, producing due diligence, arranging present and future strategies for Real Estate operations, and performing Hospitality and Commercial Real Estate analyses throughout the United States. And on top of that, he is now the Orso Fund, LLC manager.

Connect with Stephen Dall’Orso here:

LinkedIn: https://www.linkedin.com/in/stephen-dallorso/

Catch The Two Smart Assets Real Estate Investing Podcast here:

https://twosmartassets.com/

Catch Daniel Nickles and get a copy of the Passive Investors Handbook here:

https://upstreaminvestor.com/

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In this Off The Beaten Path Episode, Stephen Dall'Orso shares with us the importance of starting your day with a win.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access

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With looming inflation, taxes, insurance, and all other costs we do not control, wouldn't it be nice to push those off onto the tenant and avoid these inflationary pressures? In this episode, David Cruz Palmer shares that industrial real estate is a triple net conversion asset where a property has a lease structure where the tenant pays for the lease, including taxes and insurance. He also talks about the current changes and situation in the market to be able to build more wealth. If you want to know more about industrial real estate investing and its wealth-building capacities, tune in with your host, Daniel Nickles!

Outline of the episode:

  • David's background and how he got into real estate
  • The demand drivers that are accelerating the performance of industrial real estate
  • How rising interest rates have affected their strategy in terms of financing
  • Using CMBS mirror to see who is delinquent
  • Why industrial estate is attractive from an investment standpoint

About David Cruz Palmer:

David has been in commercial real estate for over 15 years. Over that time, he's been an owner, investor, developer, and broker. This experience has given him a unique perspective on buying and selling real estate. After 14 years in San Francisco, David moved back to Charlottesville, Virginia, with his wife and two sons. While not working on real estate, you can find David at sports with his kids, doing Brazilian jiu-jitsu, or suffering through a Crossfit workout.

Connect with David Cruz Palmer here:

Website: https://www.corridorcapitalpartners.com/

Catch The Two Smart Assets Real Estate Investing Podcast here:

https://twosmartassets.com/

Catch Daniel Nickles and get a copy of the Passive Investors Handbook here:

https://upstreaminvestor.com/

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In this Off The Beaten Path Episode, David Cruz Palmer shares how you can build confidence through competence. 

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

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Join your host, Daniel Nickles, and guest, Ryan Gibson, president, CIO, and co-founder of SIC, as they talk about the asset class that can withstand recession and inflation. As a former pilot, Ryan is risk-averse, knowing people could die when he makes even one mistake. He applied this trait when he and his neighbor decided to start a commercial estate development business. They looked for an asset class with capital preservation and found self-storage the stand out among asset classes. In addition, the performance of self-storage over the past four downturns in GDP keeps going up in terms of occupancy and construction. It even took off during the COVID-19 pandemic. So if you want to learn more about self-storage, tune in and enjoy!

Outline of the episode:

  • Self-storage and why did he focus on that
  • Why is self-storage so prevalent in the United States
  • What is the three F model at Spartan
  • What are some key things to look for when evaluating self-storage deals?
  • Financial Underwriting for self-storage

About Ryan Gibson:

Ryan Gibson is the President, Chief Investment Officer, and Co-Founder of SIG. He has organized over $200M of private equity for Spartan’s projects. In addition, Ryan has experience managing the development of SIG projects in challenging markets.

For SIG, Ryan is responsible for project investor relations and capital raises. Ryan is also a highly experienced commercial airline pilot. Ryan graduated from Mercyhurst University with a bachelor’s degree in Business, with concentrations in Marketing, Management, and Advertising.

Connect with Ryan Gibson here:

Website: https://spartan-investors.com/

Catch The Two Smart Assets Real Estate Investing Podcast here:

https://twosmartassets.com/

Catch Daniel Nickles and get a copy of the Passive Investors Handbook here:

https://upstreaminvestor.com/

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In this Off The Beaten Path Episode, Ryan Gibson breaks down how you can become a more effective real estate investor.

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Despite the excellent salary he was receiving through his medical practice, Pranay realized that if he wanted to give the life he wanted for his family, he wouldn’t be able to get it by working for the next 30 to 40 years. He knew he had to do something else and picked real estate. So, he bought his first four-unit multifamily. It was doing pretty well, and he thought he would buy one a year and retire in ten years. But after his first one, he spent hours looking for his next one. It took so much effort that he thought he should have just been working, making a good salary, and picking up extra shifts. This situation led him to real estate syndication, which allows him to invest passively, where he gets 98% of the benefit with 2-5% of the work. If you want to learn more about passive investing in real estate, tune in to this episode with your host, Daniel Nickles.

Outline of the episode…

  • How Pranay got into passive real estate
  • How do you find deals?

  • The unique value proposition of Passive Income MD.

  • The importance of building relationships with your partners.
  • Finding your niche and sticking to it
  • Downside protection

About Pranay Parikh…

He started as a new attending with zero business experience. Despite loving his job and medicine, he didn’t feel like he had financial security or control over his time. Today, he is a serial entrepreneur and practice medicine on his terms. He helped hundreds of doctors find financial security outside medicine.

Connect with Pranay Parikh here…

Website: https://ascentequitygroup.com/

Podcast: From MD to Entrepreneur with Dr. Pranay Parikh

From MD to Entrepreneur with Dr. Pranay Parikh

Catch The Two Smart Assets Real Estate Investing Podcast here…

https://twosmartassets.com/

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In this Off The Beaten Path Episode, Pranay Parikh discusses 4 questions every aspiring investor should ask themselves.

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Join Daniel Nickles and Suja Shyam as they discuss her journey from short-term rentals to syndications. Suja believed that people should remember that there is always a way and put into action the wisdom they learn along the way. This mantra propelled her to start in real estate investment using her student loan. From the first two-bedroom house deal that she rented out to owning an Airbnb, she realized that this portfolio takes some of her time, attention, and energy, and though it is passive, it is semi-passive. This realization led her to invest in real estate syndications so her net worth could go up and her wealth could snowball. If you want to learn more about how Suja did it, tune in, and enjoy!

Outline of the episode…

  • How she got into real estate
  • Why did she decide to build her own business?
  • The fundamental investing tenant of real estate syndications.

  • The importance of portfolio diversification within real estate syndications.

  • How to diversify across asset classes
  • And more!

About Suja Shyam…

Luxe Capital was founded by Suja Shyam, an accomplished multifamily underwriter passionate about bringing the real estate wealth-building model to hard-working, busy people.

While working to fund affordable housing developments for nearly seven years, she began to replace her income by building a small but mighty short-term rental portfolio in Portland, Oregon. Reaching financial independence in her early 30s was an important milestone for her. There is nothing she gets more excited about than helping others who have a similar desire to spend more time with their kids, family, and friends. While working in Affordable housing finance, Suja discovered the power of commercial real estate, specifically investing in Apartment Communities.

Luxe Capital partners with successful and experienced industry operators to bring the best deals to its investors. Founded on a solid background in financial analysis, Suja is passionate about helping people on their financial journey, whatever their goals and dreams may be.

Suja is proud and excited to serve her community through multifamily investment opportunities and financial education. She lives in Portland, Oregon, and loves running, biking, swimming, and exploring the epic Oregon landscape.

Connect with Suja Shyam here…

Website: https://luxe-cap.com/

Catch The Two Smart Assets Real Estate Investing Podcast here…

https://twosmartassets.com/

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In this Off The Beaten Path Episode, Suja Shyam gives us her 3 step process for building wealth!

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Join your host, Daniel Nickles, and guest, Stas Grinberg, as they talk about Stas earning more than $250 million in multifamily real estate from zero. Starting with only a car, a handful of 3-ring binders, laptops, mobile phones, and a printer, Stas and his childhood friend and business partner, Peter Gizunterman, pushed through the odds and created a multimillion-dollar real estate investment firm. So, tune in to learn more and enjoy!

Outline of the episode:

  • How challenges build character
  • How to choose your fights for better results
  • How to hire the right people
  • How to get the opportunities
  • Know where to invest based on your criteria
  • Know when to adjust to the changing market

About Stas Grinberg:

Stas is the managing principal and Co-Founder of Vision & Beyond. He has over a decade of Real Estate knowledge and expertise. Stas served as an Investor Relations Manager (IR Manager) at 2 Israeli-based investment firms that targeted and financed new construction in Birmingham, AL, Atlanta, GA, and Los Angeles, CA. As IR Manager, he developed a passion and concept for the idea that became the thriving and innovative Vision & Beyond. Stas has been at the helm of Vision & Beyond with his childhood friend and business partner, Peter Gizunterman, since 2017.

Armed with only their car, two 3-ring binders, laptops, mobile phones, and a printer, Stas and Peter set up shop daily, operating from a local Starbucks. Their business savvy, trustworthy characters, positive attitudes, and impervious approach allowed them to gain momentum quickly for their dream. Today, Vision & Beyond has expanded rapidly into five profitable companies with three corporate offices located in Ohio, New York, and Israel, close to 60 employees, and many investors worldwide.

Not only does Stas have proven, documented success in Real Estate Investment and Acquisition, but he also graduated from Law School at the Interdisciplinary Center Herzliya with honors and is on the Dean’s List. Stas is also a decorated military Veteran, working closely with the United States of America and received the prestigious Israeli President’s Outstanding Soldier badge, and proudly serves as an IDF officer in the Armored Corps in the Army Reserve. In addition, Stas and his wife are proud parents to 3 beautiful children and enjoy family time in their home, located in an upscale Cincinnati suburb. Stas’ personal business motto is to be bold and original. It is important to always be purposeful, not passive, in all areas of life.

Connect with Stas Grinberg:

Website: https://www.vnbinvest.com/

LinkedIn: Stas Grinberg

Catch The Two Smart Assets Real Estate Investing Podcast here:

https://twosmartassets.com/

Catch Daniel Nickles and get a copy of the Passive Investors Handbook here:

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In this Off The Beaten Path Episode, Stas Grinberg discusses why you should do the work yourself before hiring it out.

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Join your host, Daniel Nickles, and guest, Deren Huang, as they talk about industrial real estate investing. Deren built his portfolio to 100 residential units in Tulsa, Oklahoma but became tired of the Midnight calls, especially from the police. So he has shifted his focus to commercial real estate, specifically the industrial sector. Daren shares that aside from being the largest class asset, the other best thing about Industrial real estate is the triple net leases which are advantageous not only to the owner but also to the tenant. He also discusses creative financing techniques, eCommerce, and Tulsa’s current market state. So tune in to learn more about industrial real estate and enjoy!

Outline of the episode:

  • His first investor client changed his life
  • How he got to 100 units in his portfolio in Tulsa
  • What is industrial real estate?
  • What are the different types of industrial real estate?
  • What is it about Tulsa that makes the industrial estate so attractive?
  • Rising interest rates and their impact on industrial real estate

About Deren Huang:

Deren’s first real estate investment was by accident. He bought a townhouse and rented it out to roommates in college. Fast forward to now, he has over 100 units under management and is aggressively investing in industrial real estate.

Connect with Deren Huang here:

Website: https://www.derenhuang.com/

Catch The Two Smart Assets Real Estate Investing Podcast here:

https://twosmartassets.com/

Catch Daniel Nickles and get a copy of the Passive Investors Handbook here:

https://upstreaminvestor.com/

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In this Off The Beaten Path Episode, Deren Huang discusses how you can find deals in some of the least expected places.

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The number of baby boomers turning retirement age is growing substantially. With the growing aging population, the existing senior living facilities and communities will be 900,000 to 1.5 million units short by 2030. Join Daniel Nickles and Stuart Keller, SVP Investor Relations at Lloyd Jones, as they discuss this senior housing crisis and the potential opportunities. Lloyd shares that the properties being developed are targeting the top 20% of earners and the bottom 20% in the form of tax credit communities. The opportunity now is to provide the ignored 60% middle market who cannot afford the brand new construction deals and are not qualified to live in the credit communities. If you are looking for other passive investing opportunities, then this episode is for you. So, tune in and enjoy!

Outline of the episode…

  • Stuart’s story
  • Demographic shift and why we must be paying attention
  • What’s happening in the senior living space right now?
  • What’s the future of senior living?
  • Advice for passive investors in assisted living.
  • And more!

About Stuart Keller…

SVP Investor Relations-Private Investors

Stuart brings his fifteen years of experience in operational leadership, asset management, and financial analysis to the firm’s syndication division. This division provides the opportunity for accredited investors to participate in the ownership of institutional quality real estate.

Most recently, Stuart led the firm’s asset management division, overseeing more than $500m in acquisition, dispositions, and the financial stewardship of the firm’s portfolio of 5,500 units throughout the United States.

Stuart earned his Masters Degree in International Economics from the University of Oklahoma, and a Bachelors degree in Managerial Economics from Oklahoma City University.

Connect with Stuart Keller here…

Website: https://lloydjonesinvestments.com/

LinkedIn: https://www.linkedin.com/in/stuart-keller-cam-27547b37/

Catch The Two Smart Assets Real Estate Investing Podcast here…

https://twosmartassets.com/

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In this Off The Beaten Path Episode, Stuart Keller tells us how you can ensure you're on the right path to achieve your goals.

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Join your host, Daniel Nickles, and guest, Brian Wagers, as they discuss how to scale passive investments. Brian shares his journey from doing stock market to realizing he wanted to invest more in something where he has more control. This awareness led him to real estate investment. He then narrated his real estate investment journey, from buying a single home and renting it out, to recognizing that he needed to scale to reach where he wanted to be in the fastest way possible. To know how Brian did it, tune in to this episode and enjoy!

Outline of the episode:

  • How he got into real estate
  • How he learned how to underwrite and negotiate deals
  • What's his current role within Elevate
  • What does he see in the market in terms of deal flow?
  • Why 100% bonus depreciation is essential for investors.
  • Pivoting from C-Class to A-Class properties

About Brian Wagers:

Brian Wagers is a multifamily investor with both hands-on and hands-off experience. He grew his family's portfolio to 500 units before moving on to syndication, where he has now been involved in over $150,000,000 worth of apartment transactions & over 2,000 units through his experience as an owner and general partner. He now seeks to invest and help other high-growth professionals and business owners put their money in a tax-advantaged, risk-adjusted growth space that is multifamily.

Connect with Brian Wagers here:

Website: https://www.elevatecig.com/

LinkedIn: https://www.linkedin.com/in/brian-wagers-15527b70/

Instagram: https://www.instagram.com/brianwagers/?hl=en

Catch The Two Smart Assets Real Estate Investing Podcast here:

https://twosmartassets.com/

Catch Daniel Nickles and get a copy of the Passive Investors Handbook here:

https://upstreaminvestor.com/

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In this Off The Beaten Path Episode, Brian Wagers breaks down the key to achieving massive success

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Join Daniel Nickles and John Pearl as they discuss achieving financial freedom through real estate investing. John believes that there is a financial literacy epidemic in the country. Because of this, it became his passion to educate people on basic financial literacy concepts to help them create cash flow even while sleeping. John shares the ways to find deals, why he chose real estate investing, and the lessons he learned along the way. So tune in and enjoy!

Outline of the episode:

  • John’s background and college experience
  • How he got started in real estate investing
  • How to find deals
  • Learning lessons and moving forward with it
  • The importance of financial literacy

About John Pearl:

John Pearl is the co-founder and general partner of Freedom Investor. He is invested in more than 500 units across the Southern U.S. valued at more than $50MM.

John also hosts a podcast, Freedom Investor Radio, to educate folks on the many benefits of investing in apartment buildings and inspire others to pursue alternate means of income outside the W2 world.

Connect with John Pearl here:

Website: https://www.freedominvestor.io/

Free Guide: http://www.passivecreprofits.com/apartment-syndication

LinkedIn: https://www.linkedin.com/in/johntpearl/

Catch The Two Smart Assets Real Estate Investing Podcast here:

https://twosmartassets.com/

Catch Daniel Nickles and get a copy of the Passive Investors Handbook here:

https://upstreaminvestor.com/

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In this Off The Beaten Path Episode, John Pearl discusses the best investment strategy for you.

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Join Daniel Nickles and Anna Tan in this episode of The Two Smart Assets Real Estate Investing Podcast and learn how to scale your income streams with Multifamily. Anna recounted that their first real estate venture was a single-family space where they experienced several troubles. She realized that if you put in the same amount of effort, why are you spending your time on smaller properties when you can scale up faster and get a better outcome from your commercial real estate? Anna also shares the different ways to build generational wealth through passive income. Tune in to learn more!

Outline of the episode…

  • Anna's background in real estate investing
  • The importance of being in control of any future occurring events
  • Tips for people who do not have time to do real estate
  • The significance of having a passive real estate strategy
  • Challenges and pushback from passive investors in commercial real estate
  • The minimum amount for passive investment

About Anna Tan…

Anna and her husband, Peter Tan, are engineers by trade and have invested in real estate for the last ten years. In Multifamily alone, the Tans have invested in over 1100 doors and have over $90MM under management. They also operate a property management company focusing on a single-family home portfolio.

The Tans have developed a disciplined investment approach, focusing on capital preservation and strong returns. This involves understanding the submarket, economic and political stages.

SuiteLifeMF's vision is to create financial freedom or alternative sources of income so that you can enjoy beautiful experiences for yourself and your loved ones. The company was founded to educate and empower those that want to build generational wealth through passive real estate investment opportunities.

Connect with Anna Tan here…

Website: https://www.suitelifemf.com/

Facebook: https://www.facebook.com/SuiteLifeMF

YouTube: https://www.youtube.com/channel/UCWNPTxc_ehOwhf6c5GPfWQg

LinkedIn: https://www.linkedin.com/company/suitelifemf/

Instagram: https://www.instagram.com/getmeatan/

Catch The Two Smart Assets Real Estate Investing Podcast here…

https://twosmartassets.com/

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In this Off The Beaten Path Episode, Anna Tan discusses how she gets more done in less time.

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In this episode of Two Smart Assets Real Estate Investing Podcast, Daniel Nickles is joined by Lior Rozhansky, founder of Flora Capital LLC. Lior shares tips on syndicating multifamily in one of the country’s most expensive markets. Lior believes that market stability of the location and establishing solid partnerships are crucial to success. He also talks about his learning experience on losing money and working in a corporate job that limits you from exploring other forms of investment.

Outline of the episode:

  • The importance of having a long-term vision in real estate
  • Lessons he learned from his first two condo deals
  • Lior’s advice for listeners who are looking to get into heavy value add
  • Remaining competitive in an expensive market
  • Why staying focused on one thing is the best thing to do
  • His free ebook

About Lior Rozhansky:

Principal and founder of Flora Capital LLC. He personally lead the overall day-to-day operations and is involved in sourcing deals, performing financial underwriting, leading financial and physical due diligence, negotiating purchase and sale agreements, raising equity, securing debt, and managing assets.

About Flora Capital LLC:

Flora Capital LLC is a dynamic investment company that helps busy professionals diversify their investment portfolios to high-quality real estate assets that produce cash flow and build wealth through investments in multifamily real estate.

They currently focus on assets in high quality locations around the Greater Boston area. Their model enables investors to participate in passive ownership of larger investment properties with a relatively small cash investment. Their assets all produce strong cash flow and have strong equity upside.

Flora Capital's portfolio currently includes 70+ units of multifamily rental properties around the Boston area, one of the country's premier markets. They currently focus on cash flowing assets, seeking out opportunities to add value through operational improvements and deployment of capital to address deferred maintenance.

Connect with Lior Rozhansky here:

Website: https://lrozhansky.ac-page.com/building-lasting-wealth

LinkedIn: https://www.linkedin.com/in/liorrozhansky/

Instagram: https://www.instagram.com/lior_rozhansky_re/?hl=en

Facebook: https://www.facebook.com/lior.rozhansky

YouTube: https://www.youtube.com/channel/UCHMjhvyoVEoF9umprdwPCzg

Catch The Two Smart Assets Real Estate Investing Podcast here:

https://twosmartassets.com/

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https://upstreaminvestor.com/

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In this Off The Beaten Path Episode, Lior Rozhansky discusses using the right metrics when investing.

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One thing that holds people back from doing more than they can is their very selves. In this episode, Daniel Nickles and Bennett Schwartz talk about the limiting beliefs that stops a person from achieving more than he thinks he can. A successful real estate entrepreneur and a high-performance coach, Bennett guides his clients to achieve concrete results by getting clarity on their vision, strategy, and mindset to become high-performance real estate investors. Tune in to learn more!

Outline of the episode…

  • Finding the right coach for you
  • Getting clarity on the goal
  • The benefits of having a coach
  • The importance of the right mindset
  • Common traits found in high performers
  • A preview of his book Lost and found

~

About Bennett Schwartz…

With a passion for teaching and working with students, he spent a decade taking on various roles such as teaching in multiple schools, athletics director, and Dean of Students. At the same time, his interest in real estate peaked when his son was born a few years back. He realized he wanted to create financial freedom for himself and his family. He was able to acquire multiple investment properties as well as manage a 300+ unit building while undergoing large-scale renovations.

With teaching in his bones and a strong desire to help others develop in all types of areas/industries, he works privately as a Performance and Executive Coach for individuals and groups. He works alongside his clients to get them the results they want.

~

Connect with Bennett Schwartz…

Website: https://www.bwschwartz.com/

LinkedIn: https://www.linkedin.com/in/bennett-schwartz-2b7346211/

Instagram: https://www.instagram.com/coachingwithbennett/

Facebook: https://www.facebook.com/profile.php?id=100079047254822

~

Catch The Two Smart Assets Real Estate Investing Podcast here…

https://twosmartassets.com/

Check out Upstream Equity here…

https://upstreaminvestor.com/

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In this Off The Beaten Path Episode, Bennett Schwartz shares his thoughts on protecting the most important asset in your portfolio.

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Rising interest rates and global supply chain conditions are just two things that could indicate the apparent unstable economic conditions. But how do these things impact investors? Join Daniel Nickles and Jeff Davis in this episode of Two Smart Assets Real Estate Investing Podcast to find out!

Jeff shares the possible situation of the supply chain nine to twelve months from now. He also talks about building various income streams to find the best deal and the deal that makes sense. Tune in and enjoy!

Outline of the episode:

  • His journey to finding consistency
  • Building various income streams

  • Global supply chain and its impact

  • Investing in what makes sense
  • Black Swan event

About Jeff Davis:

Jeff is a global sales executive for a Fortune 200 logistics company since 2005 and has been active in Real Estate since 2015. He is an owner/operator of Bridgestone Holdings, LLC maintaining a portfolio of rental properties as well as fixing and flipping single family houses in Houston and surrounding areas. In 2021, Jeff and Bridgestone moved into a more strategic arena partnering in 2 large apartment syndications for over 500 units. Jeff resides in Spring, TX with his beautiful wife, Cindy, and their 5 children.

Connect with Jeff here:

Website

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In this Off The Beaten Path Episode, Jeff Davis discusses how busy W-2 workers should be investing.

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Join Daniel Nickles and Flint Jamison as they talk about journey from aerospace engineering to commercial real estate investments. Flint started feeling exhausted of working long hours building planes. He decided to look for other forms of cash flow that would help him claim back his time. After some failures, he found his niche and founded Vestus Capital which aims to teach others about commercial real estate investments. His story is truly an engineer’s blueprint for passive income. Tune in to learn more!

Outline of the episode..

  • Long distance investment
  • On mistakes and why it is not all bad
  • The fastest path to financial freedom

  • Finding quality partners

  • The importance of mentorship
  • What do people really need

About Flint Jamison..

Flint is a Managing Partner at Vestus Capital. He started Vestus Capital to help others learn about investing and seek alternative income paths with the money they currently have. There is nothing more valuable than time. Commercial real estate investments are one of the most efficient paths to build passive cash flow and ultimately financial independence. 

Flint was previously an engineer and program manager in the aerospace industry. He has managed $150M+ programs for the military, and has designed commercial aircraft. 

Connect with Flint Jamison… 

LinkedIn: https://www.linkedin.com/in/flintjamison/ 

Website: https://vestuscapital.com/ 

Connect with Two Smart Assets on: 

Website: https://twosmartassets.com/  

Facebook: https://www.facebook.com/TwoSmartAssets/ 

Instagram: https://www.instagram.com/twosmartass 

YouTube: https://www.youtube.com/channel/UC5b8 

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In this Off The Beaten Path Episode, Flint Jamison discusses if action is more important than education.

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Are you looking for another investment with a faster return than the usual ones? Join Daniel Nickles and Don Spafford as they talk about an investment with a higher and faster return. Don shares about how he started as someone who followed traditional investment and retirement plans to someone doing various forms of real estate investment; and finally to someone who looked for an investment with a higher and faster return. Tune in to learn more about how this fun and unique investment brings you faster to achieving financial freedom.

Outline of the episode…

  • His Real Estate journey
  • The difference between RV resorts from RV parks
  • Amenities offered in RV resort

  • Unique benefits of investing in campground syndication

About Don Spafford…

Don has a strong educational background in finance and investing. He graduated Cuma Sum Laude from the University of Nebraska at Omaha. He graduated with quadruple majors in Finance, Banking, Investment Science and Portfolio Management, and Accounting. He studied for both the CFA and CPA exams. He has worked for over 18 years in the financial securities industry. He followed the traditional plan of saving and investing for retirement through traditional retirement accounts and some fun stock investing where he has done relatively well. But knew that he would likely never reach his financial goals that way.

He began understanding Real Estate as an alternative investment vehicle around 2010 when his wife became a Realtor. He read books and researched how to do it. It wasn’t until his family moved to South East Idaho in 2015 when he finally got serious about it after realizing that it was the short cut to financial independence. He bought his first small multi-family property in 2017 and began to quickly scale after that. Within a few years he achieved greater wealth than what he ever thought would have been possible when he first started.

Don started doing some ground-up development projects in early 2021 with partnerships as well as syndicating large apartment building developments. While pursuing other value-add multi-family opportunities he was not satisfied with the low, average returns he was seeing offered. He began searching for something better.

Don heard about RV Campgrounds as an investment option. Realizing that he lives within 90 minutes of Yellowstone Park, and many other National Parks within a relatively short drive, he saw that there was a huge opportunity with campgrounds. Soon after he met Adam Lendi and partnered with Happy Camper Capital and is now thrilled to provide great, high-income opportunities to others who seek financial freedom with something fun.

Connect with Don Spafford here…

LinkedIn: https://www.linkedin.com/in/don-spafford-5887867/

Website: https://happycampercapital.com/

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Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartass

YouTube: https://www.youtube.com/channel/UC5b8

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In this Off The Beaten Path Episode, Don Spafford discusses the best way to start building momentum.

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In this episode, Daniel Nickles interviews Sia Senior about her journey from being a Math educator to achieving financial freedom through real estate investment. She shares how she was able to apply her teaching background to the world of investing. It is her passion to guide others who are looking for passive income. She also loves to teach newbies about real estate investment. She also talks about how their company aims to enhance the apartment communities of the residents.

Outline of the episode…

  • From teaching Math to asset management
  • Translating teaching to real estate investing
  • The foundation you need before entering real estate investment

  • On enhancing the communities for the residents

  • Communication strategy

About Sia Senior…

Sia Senior is a Principal and Asset Manager at Arrowhead Capital. She began her career as a Mathematics educator on the high school and community college level. She earned her MBA in Economics and Finance and started in real estate as a real estate professional before transitioning to real estate investment. With nearly twenty years of real estate investment experience, Sia has helped build and manage an impressive rental portfolio. Sia is responsible for company operations and asset management.

About Arrowhead Capital…

Arrowhead Capital is a real estate investment firm that acquires multifamily assets in the Mid-Atlantic and Southeast. They are committed to providing their investment partners with excellent opportunities to passively create generational wealth and enhance the apartment communities of their residents.

Connect with Sia here…

Website

LinkedIn

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In this Off The Beaten Path Episode, Sia Senior shares her thoughts on how you can maximize your productivity and make the most out of your day.

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Join Daniel Nickles and Satch Bernhardt as they talk about achieving financial freedom through real estate investment. When the pandemic hit, the world stopped literally. Air travels was halted to stop the spread of the virus. Many, especially in the airline business, lost their jobs. As a pilot, Satch also lost his job. But he already has a booming wholesale business which saved him from a financial crisis. This event opened his eyes to the reality that many of his peers are not ready should there be a sudden crisis that would cost them their job. It is now his passion through Bernhardt Capital to guide airline pilots and others who would want to take the runway to financial freedom.

Outline of the episode…

  • From airline pilot to investments
  • Satch and his wholesale business
  • On finding the right mentors

  • On finding the right team

  • Two important things to know when doing investment business

About Satch Bernhardt…

Satch is a former airline pilot for a U.S. carrier. In 2018 he began his career as a real estate investor by flipping houses. In 2020 his airline shut down. Fortunately, he had already established himself in the real estate industry with his business producing enough income for him but he knew that many of his peers were struggling financially. This was a turning point in Satch’s mission with real estate.

He realized how a pilot’s life can change so quickly.

This is why Satch started Bernhardt Capital to help all pilots get on the flight path to financial freedom through real estate.

Through Bernhardt Capital pilots invest alongside him in large value-add multifamily deals across the sunbelt region.

His goal is that you can generate enough cash flow to Live life at Pilot’s discretion!

Get the copy of Satch’s ebook here…

https://www.bernhardtcapital.net/

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Satch Bernhardt shares his two-step process for successful real estate investing.

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Join Daniel Nickles with his guest Jim Pfeifer as they talk about what teaching finance taught him, his process of finding and screening sponsors, his take on the vitality of communication, and his thoughts on speculating vs. investing. As a rule of thumb, for Jim, 95% of any investor's resources should be invested in hard assets. As the discussion furthers, Jim also explains how diversification should be approached and how it is everyone’s entry into the whole ecosystem of real estate investing.

In this episode you will learn:

• From paper assets to hard assets

• Jim Pfeifer – on where you should be investing most of your resources

• Sponsors are crucial to your network

• You can still get involved even though it's passive

• Jim’s bad experiences with passive investments

About Jim Pfeifer: Jim Pfeifer is one of the founders of Left Field Investors and the host of the Passive Investing from Left Field podcast. Left Field Investors is a group dedicated to educating and assisting like-minded investors negotiate the nuances of the passive investing landscape and world of syndications. Jim is a former financial advisor who became frustrated with the one-path-fits-all approach of the standard financial services industry. Jim now concentrates on investing in real assets that produce cash flow and is committed to sharing his knowledge with others who are interested in learning a different way to grow wealth. Jim not only advises and helps people get started in passive real estate syndications, he also invests alongside them in small groups to allow for diversification among multiple investments and syndication sponsors.

Jim believes the most important factor in a successful syndication is finding a sponsor that he knows, likes, and trusts. He has invested in over 45 passive syndications including apartments, mobile homes, self-storage, private lending and notes, ATM’s, commercial and industrial triple net leases, assisted living facilities and international coffee farms and cacao producers.

Jim is constantly looking for new investment ideas that match his philosophy of real assets producing cash flow as well as looking for new sponsors with whom he can build quality, long-term relationships.

Connect with Jim Pfeifer on:

Website: http://www.leftfieldinvestors.com/

LinkedIn: https://www.linkedin.com/in/jimpfeifer

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartass...

YouTube: https://www.youtube.com/channel/UC5b8...

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In this Off The Beaten Path Episode, Lee Yoder shares with us his tips on how to network the right way and how to level up quicker in real estate.

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Join Daniel Nickles with his guest Spencer Hilligoss as he talks about how you can build your own defense against inflation and an 08-like recession. Looking back, 2008 definitely wasn't fun for anyone who hadn't gone into investing years prior. Here, Spencer explains why real estate is the best kind of boring out there, why you shouldn't rush yourself into active investing, and what he has to say regarding skills for anyone planning to transition away from their W-2.

In this episode you will learn:

  • Being exposed to real estate as early as the age of six
  • Once you get into real estate, you'd wish you'd got into it earlier
  • Spencer Hilligoss on transferrable skills

  • W-2 salaries, in reality, aren't that stable

  • Real estate is the best kind of boring

About Spencer Hilligoss:

Spencer Hilligoss is CEO and Co-Founder of Madison Investing. He is an active syndicator, investor, and speaker. He currently leads business development and investor relations for Madison Investing.

He is a former technology executive with a 13-year track record building high-performing teams across five companies (three of them, software "unicorns"- valued at over $1B). His last run in Silicon Valley was developing the Origination Team for LendingHome and leading their Professional Development group.

Spencer is a member of the 2021 Forbes Real Estate Council and is a Registered Representative of Finalis Securities LLC, Member FINRA/SIPC.

Connect with Spencer Hilligoss on:

Website: https://www.madisoninvesting.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Spencer Hilligoss shares with us one big thing that is stopping you from reaching your full potential.

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Join Daniel Nickles with his guest Taylor Loht as he shares what he learned to be the most effective strategy for becoming a successful passive real estate investor. Before investing in real estate, Taylor belonged in the world of banking and consulting. But he didn't want his whole life to be there. Taylor talks about the books that pushed him to invest, why he thinks good investing should be boring, the red flags to take note of as passive investors, and why having FOMO is a danger to investing.

In this episode you will learn:

  • Once you dive into real estate, you'll know how much you didn't know
  • Taylor Loht on the shiny object syndrome
  • You can lose money on anything

  • What passive investors should watch out for the most in syndication

  • It's ok when you don't feel ok about a deal

About Taylor Loht:

Taylor is on a mission to teach Busy Professionals how they can invest in real estate without dealing with tenants, toilets, and termites. He highlights and distills the knowledge, experiences, and lessons of expert real estate investors through his podcast, YouTube Channel, and email newsletter Passive Wealth Strategies for Busy Professionals.

His goal is to help his listeners and investors build lives of abundance. He believes that building passive streams of income is the best path to wealth generation, not the typical, boring, "Don't have that $4 latte you enjoy twice a week." Enjoy your latte and buy some property!

He has partnered in over $50 million in Multifamily and Self Storage investments, as both a General Partner with his company NT Capital LLC, and Passive Investor through tax-advantaged retirement accounts. He invests remotely and never deals directly with tenants.

Taylor lives in Richmond, Virginia, where he started and runs the monthly Richmond Multifamily Investors Meetup, trains Brazilian Jiu-Jitsu, and actively contributes to BiggerPockets.

Connect with Taylor Loht on:

Website: https://www.passivewealthstrategy.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Taylor Loht breaks down the most important next step in building your business.

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Join Daniel Nickles with his guest Alex Olson, senior broker at XchangeCre, as he spills everything you need to know about the 1031 exchange in today's episode. When we talk about the 1031 exchange, there are two key phrases: tax deferral and wealth building. Here, Alex breaks down what the 1031 exchange allows an investor, the ins and outs of a 1031 exchange, its hurdles, and the restrictions you need to take note of.

In this episode you will learn:

  • How Alex fell in love with financing
  • 1031 Exchange: Tax Deferral and Wealth Building
  • There are no restrictions on what you can and can't buy as long as you own investment real estate

  • Replacement properties are the biggest hurdles

  • What should you do when your 45-day window is closing?

About Alex Olson:

Alex is an established commercial real estate agent who assists buyers in navigating multifamily property investments throughout Kansas and Missouri.

Connect with Alex Olson on:

Website: https://xchangecre.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Alex Olson shares with us one distraction that you MUST eliminate if you want to be successful.

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Join Daniel Nickles with his guest Kim Bays, the founder of Exponential Property Group, as she breaks down how you can make serial entrepreneurship happen. Setting up a business for success is one thing, but having multiple of those under your belt is another. Here, Kim explains why Exponential Property Group focuses on Texas, her take on creating successful businesses as a skill, how she approaches hiring top talents, and why the multifamily space is your safe place during economic uncertainty.

In this episode you will learn:

  • The State of Texas – the greatest country ever
  • What it takes to be a successful serial entrepreneur
  • How to put the right people on the right seats

  • Kim Bays on being vertically integrated

  • There will be a continued reshuffling of where the economy is benefiting and where it isn't

About Kim Bays:

Kimberly Radaker Bays is the Founder and Managing Principal of Exponential Property Group. Under her leadership, the firm has capitalized over 1 billion in Multifamily Investments with an average IRR and equity multiple of over 30% and 2.0x, respectively. She is responsible for the strategic vision of Exponential Property Group, Exponential Property Management, and the Martha's Ranch Foundation.

Prior to starting Exponential Property Group, she spent many years managing all aspects of a single-family rental portfolio for her family's business which ignited her passion for real estate. Preceding the launch of her real estate career, Kim spent over a decade designing and administering qualified retirement plans.

Kim holds her Bachelors of Business Administration with an emphasis in Finance from the University of Iowa. She is a Certified Apartment Portfolio Supervisor and is a member of the Dallas Business Journal Leadership Trust. She is a frequent speaker at various Multifamily Investor Conferences, has been a guest speaker on numerous podcasts, and is highly focused on giving back to the community.

With any free time she has, she spends time with her husband, Matt, twin sons, James and Nathan, and step-son Jett. She is passionate about supporting the broader autistic community via the Martha's Ranch Foundation, a 501c3 she created to provide a source of fun and support tailored for families with autistic children.

Connect with Kim Bays on:

Website: https://exponentialpropertygroup.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Kim Bays shares how she recognizes blindspots and how you can become a better team player.

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Join Daniel Nickles with his guest Clay Hepler as Clay explains his approach to creating, multiplying, and protecting cash flow. When thinking about the most efficient venues to hold money in, usually, the majority of people can only come up with two: a savings account and a retirement fund. But they're wrong. Clay explains why permanent life insurance policies are the way to go and how these policies benefit wise real estate investors.

In this episode you will learn:

  • Clay Hepler, "I thought I was going to become a diplomat…."
  • Specifically Designed Life Insurance Policies > Savings Accounts
  • The Capitalization Period

  • An incredibly flexible liquid savings account that you can use on whatever

  • What do life insurance companies do to declare dividends

About Clay Hepler:

Clay Hepler is a Husband, Real Estate Investor, and Chief Wealth Strategist at the Creative Capitalist. Clay Hepler helps real estate investors and entrepreneurs create their own banks so that their money works harder for them without taking on any more risk, volatility, or working any harder or longer.

He was able to go from a negative net worth to over $4,500,000 in real estate owned in less than two years at the age of 25 by setting up his own bank and leveraging it to purchase real estate.

Connect with Clay Hepler on:

Website: https://www.creative-capitalist.com/hero-page1641813690639

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Clay Hepler discusses the most important piece of your investment strategy.

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Join Daniel Nickles with his guest Derek Clifford as he explains the 3+1 Degrees of Freedom. With the way Derek works through things, taking notice of his 'engineer' mind can be pretty straightforward. Derek shares why there's so much focus on mindset and visuals in his book, Part-time Real Estate Investing for Full-time Professionals, why assessing your risk tolerance is critical, and his take on how you can leverage your marriage in business.

In this episode you will learn:

  • How Derek got disillusioned with his W-2 job
  • What is the book Part-time Real Estate Investing for Full-time Professionals about?
  • How do you determine if the right way to invest for you is active or passive?

  • Derek Clifford on leveraging your partner in life

  • What do the 3+1 Degrees of Freedom comprise?

About Derek Clifford:

Derek Clifford is a successful single and multifamily real estate investor, adding 13 out-of-state units to his portfolio in his first year of acquisitions while working a full-time job. Today he is a multifamily investor controlling 200+ apartment units with over $20M AUM.

In August 2021, Derek successfully retired from his full-time corporate job at a large utility company on the West Coast, using his growing real estate portfolio to facilitate a life of travel and unlocking the three degrees of freedom: time, location, and financial.

He is also an author and podcast host of the "Elevate Your Equity" show. He is the founder and CEO of Elevate Equity, a firm that partners with individuals and companies to purchase, improve, and operate cash-flowing multifamily apartment real estate. Derek published his first book, "Part-Time Real Estate Investing for Full-Time Professionals," in 2019, which has helped several people get started on the path of growing their passive income on the side while working a full-time corporate job.

Derek is a passionate educator and partner in cash-flowing real estate and has a goal of helping 2000 couples achieve financial independence by leaving their full-time work situation to do what they REALLY love with their time and resources.

Connect with Derek Clifford on:

Website: https://elevateequity.org/

Part-time Real Estate Investing for Full-time Professionals, Book by Derek Michael Clifford:

https://www.amazon.com/Part-time-Estate-Investing-Full-time-Professionals/dp/1734893206

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Derek Clifford shares his tips to help you create freedom while working as a W-2 employee.

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Check out our FREE GUIDE-The Passive Investor's Handbook

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Join Daniel Nickles with his guest Stephanie Walter as she shares what the wealthy investors do that others don't. Stephanie loved the insurance agency that she built. Still, upon discovering syndication, she knew she had to participate in something more impactful. Stephanie explains the challenges of exiting a business and going full-time in real estate and what we can learn from the key principles of rich investors.

In this episode you will learn:

  • Stephanie Walter on taking the gamble of entrepreneurship
  • Everybody is thinking about accumulation
  • What the wealthy investors always do

  • The challenges for first-time investors who are in a W-2

  • Why you need to get those referrals

About Stephanie Walter:

Stephanie Walter has a singular focus: To help members of her 15%+ Community realize a consistent annual return on investment of 15% or more… sometimes, much more. She does this by providing access to extremely well-vetted multi-family real estate investment opportunities in carefully-selected markets across the United States, where an annual ROI of 15% is not just possible but likely.

Connect with Stephanie Walter on:

Website: https://erbewealth.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Stephanie Walter shares what she believes to be the best way for investors to get started.

Want to learn more about passive income?

Check out our FREE GUIDE-The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Elisa Zhang as she explains how she built a seven-figure business while working as a computer engineer full-time. In 2015, Elisa googled "how to quit my job through real estate investing." Fast forward to today, she is her client's go-to authority when the concern is about early retirement. Elisa explains how she used her experience and skills as a computer engineer transitioning to real estate and formed investing around the lifestyle she dreamed of; and not the other way around.

In this episode you will learn:

  • Elisa Zhang on growing up Asian and becoming a computer engineer
  • Real estate is all about rinse and repeat
  • The skills Elisa transferred from her W-2 job

  • How Elisa realized 'work is not everything.'

  • Elisa Zhang on how to set your departure from a nine-to-five

About Elisa Zhang:

In November 2019, Elisa Zhang officially reached her Fat FI goal less than 10 years after making her first real estate investment. In those 10 years of hard work, she started her family as the sole income earner, worked through childhood beliefs that "money is evil," and ultimately built a multifamily portfolio of over 3,000 units worth $450M that has now replaced her previous corporate IT income of $200K/year. As the brain behind EZ FI University, Elisa helps others do the same.

Connect with Elisa Zhang on:

Website: https://www.ezfiuniversity.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Elisa Zhang shares what she believes to be the most important step for success!

Want to learn more about passive income?

Check out our FREE GUIDE-The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Heather Dreves as they talk about the world of managing funds. Since the pandemic began, despite the many downs of the real estate market, Heather's team has never aligned with Wall Street. And she stands with it. Today, Heather shares how she fell into the private money industry, how they serve clients who don't want the risks of investing in notes, the diversification that funds investing allows its investors, and so much more.

In this episode you will learn:

  • Heather Dreves on the realizations about the private money industry
  • How fund management works
  • You can diversify a $50,000 investment over 400 assets

  • How the funds pay their investors

  • Heather Dreves on weathering with the market

About Heather Dreves:

Heather Dreves started with Secured Investment Corp in 2012 as an Investor Relations Manager. It was immediately realized that she could bring great value and strength to the Fund Management Team, and she has been serving as the Director of Funding and as a Fund Manager ever since.

Heather has been in the private money space for the past 17 years and previously held her Series 63 License. She has personally raised over $300 million in her time with Secured Investment Corp.

Connect with Heather Dreves:

Website: https://securedinvestmentcorp.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Heather Dreves shares the #1 thing you should consider before making your next investment.

Want to learn more about passive income?

Check out our FREE GUIDE-The Passive Investor's Handbook

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Join Daniel Nickles with his guest Bradley Kirschbaum as he shares his takes and strategies on investing in today's hottest markets. As an investor, Bradley keeps the standards that aid in making effective decisions when choosing assets and working with other investors. Here, Bradley explains the many parallels in investing, the three things that help him decide whether to invest in something, how he goes about pitches, the current look of the DFW market, and more.

In this episode you will learn:

  • Bradley Kirschbaum on the elements of an ideal investment
  • No two investors are the same!
  • In real estate, know how to execute and how to shift when necessary

  • What will make a ripple effect in the market throughout the rest of this year?

  • The ratio of houses built and the growth of the population since 2010 is an issue

About Bradley Kirschbaum:

Bradley Kirschbaum found his passion for real estate investing while serving as a helicopter pilot in the United States Navy. Like flying, investing requires planning and proper execution to successfully navigate the many variables to reach financial goals. Becoming a great operator drives him to pursue his passion for creating successful results with our investment group. Bradley is a graduate of Marquette University and a proud husband to Pamela.

Connect with Bradley Kirschbaum:

Website: https://www.symphonycapitalgroup.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Bradley Kirschbaum discusses the two best ways to find more time in your day.

Want to learn more about passive income?

Check out our FREE GUIDE-The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Jacob Vanderslice as they talk about the insights of investors in self-storage during a changing economy. Even in the midst of the most challenging economic shifts, self-storage can still perform at optimum. Today, Jacob explains the performance of the self-storage market in the past years, his thoughts on conservatism, the benefits of a fund structure to investors, and more.

In this episode you will learn:

  • Jacob's organic shift to investing in self-storage
  • A third party's interest isn't always aligned with yours
  • Self-storage responds well in times of disruption
  • Conservatism is a fine line to walk
  • Why they moved to a fund structure

About Jacob Vanderslice:

Jacob is a co-founder of VanWest Partners and has been investing in real estate full-time since 2005. Prior to his real estate career, Jacob was a professional firefighter and arson investigator. Outside of work, he enjoys flying airplanes, skiing, golfing, hiking, and spending time with his wife and young sons.

Connect with Jacob Vanderslice:

Website: https://www.vanwestpartners.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Jacob Vanderslice gives advice to anyone that may be on the fence about investing in real estate.

Want to learn more about passive income?

Check out our FREE GUIDE-The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Keeley Hubbard as they talk about how an investor should get to know Texas vineyards before investing. After building a name for herself in the corporate world as once a VP of sales, Keeley got tired of making other people's empires. Here, Keeley shares why she chose the passion for helping entrepreneurs, why the Texas grape industry can't be underestimated in terms of economic building, the science behind the underwriting for vineyards, and who should and shouldn't invest in this particular market.

In this episode you will learn:

  • Why Keeley Hubbard left Wall Street
  • What is to love about the Texas area?
  • The challenge for Texas wine grape growers

  • Underwriting for vineyards has a lot of similarities and differences to residential real estate

  • The kind of investor who should invest in vineyards

About Keeley Hubbard:

Keeley Hubbard is a real estate and agriculture investor and syndicator, as well as a sales coach for women business owners. Throughout her career, her primary focus has always been on helping others achieve their financial life goals.

Keeley's desire to help people started at a young age and continued through the years as she graduated from TCU and pursued a career in financial education. She spent 7 years in this industry as an Executive, and her passion for people and skilled communication drove unprecedented growth.

As a Managing Partner of Hubbard Capital Group, Keeley is dually responsible for acquisitions and investor relations. Integrity, exceptional communication, and delivering results to investors are at the core of every decision she makes.

When Keeley isn't sales coaching, touring properties, or underwriting deals, you can find her hanging out with her big, crazy-fun family.

Connect with Keeley Hubbard:

Website: https://www.hubbardcapitalgroup.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Keeley Hubbard shares with us her favorite question that we should be asking ourselves every day to ensure that we are making the most out of the time that we have.

Want to learn more about passive income?

Check out our FREE GUIDE-The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles in this special episode as he highlights the most valuable takeaways from guests Tim Lyons, Travis Watts, Bailey Kramer, Gino Barbaro, and Billy Keels. As we recap the golden nuggets these guests have imparted to the podcast, we go over why an investor's why should never ever be overlooked, how having no self-assessment as an investor wastes time, and the easiest strategy that'll move you from education to action. This episode will also discuss why working hard is not enough in the REI space and why teams are always a critical element of your business.

In this episode you will learn:

  • Tim Lyons – without your why, you have no foundation
  • Tim Watts – ask: who am I as an investor?
  • Bailey Kramer – reach out to somebody; networking is education too!

  • Gino Barbaro – work hard, smart, and with passion

  • Billy Keels – how do you get a good return on sleep (ROS)?

Connect with Tim Lyons

Website: https://citysidecap.com/

Facebook: https://www.facebook.com/tim.lyons.712/

LinkedIn: https://www.linkedin.com/in/tim-lyons-cityside-capital/

Connect with Travis Watts

Website: https://ashcroftcapital.com/

LinkedIn: https://www.linkedin.com/in/traviswatts1234

Instagram: https://www.instagram.com/passiveinvestortips/?hl=en

Facebook: https://www.facebook.com/passiveinvestortips/

BiggerPockets: https://www.biggerpockets.com/member-blogs/12418-the-syndication-investor-blog/blog_posts

Connect with Bailey Kramer

Website: https://www.baileykramer.com/

Instagram: https://www.instagram.com/the_bailey_kramer

Connect with Gino Barbaro

Website: https://jakeandgino.com/

Instagram: https://www.instagram.com/jakeandgino/?hl=en

Connect with Billy Keels

Website: http://keeponcashflow.com/

7 Mistakes to Avoid When Investing Long Distance:

http://billykeels.com/7mistakes

If you want a FREE strategy session, check out:

https://go.oncehub.com/keeponcashflowsession

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Erik Oliver as we discuss how cost segregation frees up your liquidity and improve cash flow as a real estate investor. As the cost segregation expert that he is, Erik gives us a detailed overview of what cost segregation could mean for anyone investing in real estate. In his own simple terms, cost segregation is basically just your property's appreciation on high speed. Erik explains what cost segregation means, what bonus depreciation is in relation to cost segregation, and the basics of cost segregation for newly closed deals.

In this episode you will learn:

  • Cost segregation increases the benefits you get by owning real estate
  • Bonus depreciation is cost segregation on steroids
  • You don't have to do cost segregation right after buying a property

  • The documents necessary for cost segregation

  • What questions to ask a cost segregation expert

About Erik Oliver:

Erik Oliver is the marketing director of Cost Segregation Authority.

Cost Segregation is used by commercial building owners to increase cash flow by accelerating depreciation. Depending on the type of building, there can be anywhere from 20 to 35% and sometimes more of the depreciable basis that can accelerated, translating into tens of thousands if not hundreds of thousands of dollars in current year tax savings. Consider the value of having and being able to use those tax dollars today vs. spreading them out over 27.5 or 39 years.

Cost Segregation can be used at pretty much anytime during the cycle of building ownership, including new construction, current acquisitions, previous acquisitions going back as much as ten or fifteen years, large improvement projects, following a step in basis from a change of ownership or estate transfer, and sometimes even at disposition to offset some of a capital gain.

Cost Segregation is an engineering-based analysis of a building's interior, exterior and land improvements in order to identify, measure and quantify assets that are considered personal property or land improvements under the federal tax code. Those assets are then re-classifying in order to accelerate their depreciation.

Connect with Erik Oliver on:

Website: https://costsegauthority.com

Email: erik@costsegauthority.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

In this Off The Beaten Path Episode, Erik Oliver shares how you can maximize your time as your business grows

Want to learn more about passive income?

Check out our FREE GUIDE-The Passive Investor's Handbook

click here to access

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Join Daniel Nickles with his guest Mark Podolsky as he talks about how a passive investor can be profitable in land investing. Investing in raw pieces of land is an asset that not most investors hear of or are into. Why? Because it's honestly not sexy. But that didn't stop Mark from reaching 300% ROI. Mark shares how you can start investing in raw land, the mistakes you need to avoid, and the leverage points that can make land investing a lucrative passive investment for any passive investor.

In this episode you will learn:

  • How Mark managed to leave banking after 18 months of land investing
  • How not to lose your property to a tax deed or a lean tax investor
  • Three points of leverage for passive investors

  • The biggest risks to land investing

  • Investing in land is not a need; land investing is a want!

About Mark Podolsky:

Mark completed over 5,500 land deals in his company, Frontier Equity Properties, and has an A+ rating with the Better Business Bureau. He is also the author of Dirt Rich, the ultimate guide to helping you build a passive income model in raw land investing.

His passion for investing in land, creating wealth efficiently, and helping other people develop their inner geeky entrepreneur has led him to do two things he never expected to do in life.

The first – is hosting a podcast. In fact, you might already be there right now because you discovered one of his podcasts first. If not, you might want to join in on all of the FREE and FUN geeky tips, tricks, shortcuts, and wisdom they share with all of the great fans.

The second – is his love for being a teacher, coach, and mentor to a growing community of people who are truly wonderful. To be surrounded by smart people of quality character who are driven to succeed is incredible, and Mark feels humbled and honored to be their guide.

Connect with Mark Podolsky on:

Website: https://www.thelandgeek.com/

Get on this FREE Course and Double Your Money in 30 Days or Less:

https://www.thelandgeek.com/wholetailing/

Check out his podcast, The Art of Passive Income:

https://www.thelandgeek.com/podcast/

Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs, Book by Mark Podolsky:

https://www.amazon.com/Dirt-Rich-Ambitiously-Created-Renovations/dp/1544510772

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

In this Off The Beaten Path Episode, Mark Podolsky shares his #1 tip for focus and gaining clarity as an entrepreneur. He also gives his top 2 books that every real estate investor should read.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Adam Carswell as he talks about why character, communication, and being intentional are vital components to networking. For Adam, if you help enough people to where they want to go, eventually, you, too, will find yourself in the right place. As a master connector, Adam helps us understand whether being able to network is innate or practiced, the question that networking people need to ask each other more, and his tips for LinkedIn users.

In this episode you will learn:

  • You need character to be able to communicate and network
  • Why shouldn't you quit right away?
  • What's one resource that's going to 10x your business?
  • LinkedIn is a 24/7 networking event
  • Why you should focus on your communication and imagination

About Adam Carswell:

Adam J. Carswell is a real estate entrepreneur, LinkedIn Power-Networker, New Media Marketing Maverick, and known as the "Voice Of Liberty" for his work hosting the Liberland Show, Liberland 5th Anniversary, and the Chicago Blockchain Real Estate Collective.

Connect with Adam Carswell on:

Website: https://raisemasters.com/raisemaster

LinkedIn: https://www.linkedin.com/in/ixcarswell/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

In this Off The Beaten Path Episode, Adam Carswell hits us with a 2-Step process that will accelerate your growth and get you to the next level faster whether that be in your personal life or in business.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Tony Castronovo as he explains why capital raising isn't just all about raising funds for deals. When you associate with people who think 'big,' you also start to think big. In Tony's experience, he has proven that 'proximity' truly 'is power.' In this episode, Tony shares how he got into syndication and capital raising, how he elevates his company's investor experience, and why you should definitely consider being a capital raiser.

In this episode you will learn:

  • What is an IRO?
  • How did Tony get into syndication?
  • Capital Raising – do it ahead!

  • If you're going full-time in real estate, you need systems and technology

  • Capital raising impacts your circle, not just the deal!

About Tony Castronovo:

Tony Castronovo is the founder and managing partner of Novo Multifamily Group, LLC and Novo Investments, LLC, a real estate investment company established in 2014.

Mr. Castronovo is a multifamily real estate investor with experience in acquisition, underwriting, contract negotiation, due diligence, syndication, capital raising, construction & renovations, operations, asset management, and overall asset strategy implementation. He is currently invested in 792 units and focuses primarily on Texas and Oklahoma.

Prior to his multifamily experience, Mr. Castronovo owned and operated a portfolio of single-family rental properties yielding strong annual revenues. With his background in construction, he had acquired properties through wholesale transactions and pocket listings, leveraging hard & private money lenders, developing repair estimates, managing contractors to drive property values, then refinancing into long-term notes. He has a track record of driving appreciation through strategic renovations and leading class asset management.

Mr. Castronovo is also a seasoned management consultant (previously with Ernst & Young), utilizing 25 years of experience advising clients on project portfolio investment management. He holds higher education degrees in Engineering and Construction Management.

Mr. Castronovo is revered across numerous investor communities as a mentor and coach for new investors, sharing leading practices and experience. His passion, skills, and drive for multifamily real estate investing and improving local communities are testimony to both his own success and those he mentors.

Connect with Tony Castronovo on:

Website: http://novomultifamilygroup.com/ LinkedIn: https://www.linkedin.com/company/novo-multifamily-group

https://www.linkedin.com/in/tonycastronovo/

Email: tony@novomultifamilygroup.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

In this Off The Beaten Path Episode, Tony Castronovo shares a great book he's currently reading and his #1 action YOU can take TODAY to create dividends in your business and personal life.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles in this special episode as we go back on past highlights with Denis Shapiro, Bronson Hill, and Jim Pfeifer. In today's highlight, we put the spotlight on the top issues that passive investors should be paying attention to right now. Here, Denis, Bronson, and Jim discuss what passive investors assume incorrectly, how the multifamily space behaves during inflation, why you should stick to your community the most when choosing a sponsor, and so much more.

In this episode you will learn:

  • Denis Shapiro – on the definition of alternative investments
  • Don't go into a current market with a years-old assumption
  • Multifamily is the best place to park cash right now

  • Bronson Hill – how do you slice up your investible funds

  • Jim Pfeifer – check how your sponsor communicates with you

Connect with Denis Shapiro on:

Website: https://sihcapitalgroup.com/

LinkedIn: https://www.linkedin.com/in/denisshapiro/

Facebook: https://www.facebook.com/sihcapitalgroup/

Connect with Bronson Hill on:

Website: https://bronsonequity.com/

Connect with Jim Pfeifer on:

Website: http://www.leftfieldinvestors.com/

LinkedIn: https://www.linkedin.com/in/jimpfeifer

Connect with Two Smart Assets on:

Website: https://upstreaminvestor.com/

https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Anthony Faso and Cameron Christiansen share some top tips on how investors can supercharge their results.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Anthony Faso and Cameron Christiansen as they talk about what infinite banking proves to be in the face of IRAs and financial planning. After the 2008 crisis, what typical financial advisors tell their clients just began to lose its charm for the two. In this episode, Anthony Faso and Cameron Christiansen summarize what Rich Dad Poor Dad, and Becoming Your Own Banker is all about and why the infinite banking concept is not as complicated as it seems.

In this episode you will learn:

  • After 2008, the typical financial advice just didn't work
  • What is financial freedom?
  • If you can understand a rewards credit card, you can understand IBC

  • The problem with IRAs

  • About the course, Infinite Wealth Course

About Anthony Faso and Cameron Christiansen:

Anthony Faso and Cameron Christiansen are founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast. A proud U.S. Army veteran and self-described "recovering" CPA, Anthony has worked at the world's largest accounting firm and served as CFO of a chain of restaurants. However, after the 2008 recession, he realized that the solution to financial freedom would never be found in the latest Wall Street-created financial product.

As he was discovering what his path to financial independence would look like, he was also teaching and coaching individuals and business owners about money and investing. Having been a small business owner for eight years, Cameron was frustrated with investment solutions proposed by traditional financial advisors.

This frustration is what led him to discover infinite banking and real estate investing. After advising others for over a decade, Cameron now brings his expertise in passive income generation and cash flow analysis to his partnership with Anthony. As followers of the principles of Robert Kiyosaki, the author of Rich Dad, Poor Dad, Anthony, and Cameron help their clients to be financially independent.

Not just in dollars, but also in a sense. They educate clients on making sound financial decisions and coach them on investing in assets that have certainty, control, and collateral. Infinite Wealth clients are not subject to the roller coaster of the stock market.

Connect with Anthony Faso and Cameron Christiansen on:

Website: https://infinitewealthconsultants.com/

LinkedIn: https://www.linkedin.com/in/anthonyfaso/ https://www.linkedin.com/in/cameronlchristiansen/

Facebook: https://www.facebook.com/infinitewealthconsultants

Instagram: https://www.instagram.com/infinitewealthconsultants/

YouTube: https://www.youtube.com/channel/UCbtEcy_8F_ad7LPSXXAuBEw

Podcast: https://podcasts.apple.com/us/podcast/the-infinite-wealth-podcast/id1469330460

Get into the Infinite Wealth Course now:

https://infinitewealthcourse.com/sales-page

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Denis Shapiro as he simplifies what alternative investments are and how much space they take up in his portfolio. Before the book, Denis remembers spending so much time looking up the definition of alternative investments. It's a good thing that with the book, readers no longer have to do the same. In this episode, Denis shares how he divides his assets when investing, his top tips on what to look for in deals and operators, and the insights to watch out for in his book, The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways.

In this episode you will learn:

  • Denis Shapiro – on reading Rich Dad Poor Dad at 14
  • Look at your portfolio management like a pie
  • What are alternative investments?
  • Don't invest with operators who…
  • What to expect from The Alternative Investment Almanac

About Denis Shapiro:

After graduating with a BBA and MBA from Baruch College in New York City, Denis Shapiro began working for the U.S. Government in a career that he proudly built for over a decade. In his various roles with the government, Denis served as a liaison to the public and various state agencies and gained a unique view of the importance of portfolio allocation and management.

Denis began investing in real estate in 2012 when the market was just beginning to recover from the global financial crisis. He went on to build a cash-flowing portfolio that includes many alternative assets, such as note and ATM funds, mobile home parks, life insurance policies, tech start-ups, industrial property, short-term rentals, and more. He also co-founded an investment club for accredited investors in 2019. Leveraging these successes and the lessons learned throughout his career, Denis launched SIH Capital Group, an alternative investment fund that provides accredited investors with a simplified strategy to invest for passive income.

Denis' book, The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways, is based on his personal experiences, supplemented by interviews with some of the best alternative asset investors in the business today.

Connect with Denis Shapiro on:

Website: https://sihcapitalgroup.com/

LinkedIn: https://www.linkedin.com/in/denisshapiro/

Facebook: https://www.facebook.com/sihcapitalgroup/

The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways, Book by Denis Shapiro:

https://www.amazon.com/Alternative-Investment-Almanac-Insights-Non-Traditional/dp/0578872234

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

In this Off The Beaten Path Episode, Denis Shapiro shares one of the best advantages of investing in alternative assets.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Emma Powell as she shares how she bounced back from a bitter 2021 by building her own investor club. In this episode, Emma explains how she experienced a hundred-grand loss in a 225-unit deal, the good that came from it, and why you shouldn't navigate too far from your 'why' when investing.

In this episode you will learn:

  • To be an investor, you have to start with your mindset
  • Emma Powell – on separating personal and financial finances
  • How Emma quickly got hold of 92 units

  • Aligning with your 'why' is vital

  • HIGHRISE GROUP's Investor Club – Is this for you?

About Emma Powell:

Emma Powell is the owner/operator of Highrise Group and is passionate about real estate is the best investment available. Along with her husband of 25 years, Troy Powell, they now live in Salt Lake City, UT, after 20 years in Austin, TX, and are parents of six homeschooled children ages 24 to 10. They have experience partnering in a variety of deals as a lender, deal sponsor, co-owner, syndicator, property manager, and Emma is a former real estate photographer.

Emma specializes in small business project management with a BS in Entrepreneurial Management and Marketing Design. Troy is the IT guy keeping the operations running smoothly with his background in early tech startups. As Key Credit Partners with agency loan experience and owners on several properties, they have experience in getting transactions to the finish line through relationships with lenders, property managers, attorneys, and escrow teams.

Connect with Emma Powell on:

Website: https://www.highrise.group/

LinkedIn: https://www.linkedin.com/in/emmapowell28/

Instagram: https://www.instagram.com/passiveincomeadventures/

Facebook https://www.facebook.com/emmapowell28

Signup to HIGHRISE GROUP as an active investor:

https://www.highrise.group/sign-up/active-partners

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

📝 Book a FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

In this Off The Beaten Path Episode, Emma Powell shares with us one the biggest productivity killers and some resources that can help to regain control of your time and actions.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Melanie McDaniel as she talks about how you can diversify using customizable funds as a passive investor. Melanie, an avid participant in conferences, has gone to more or less ten conferences in the last year and has already attended three this 2022. From the talks she's listened to, Melanie shares the different real estate assets that will thrive in the post-lockdown market as per experts and economists. Here, Melanie explains how the pandemic emphasizes diversification, her love for capital raising, and what blind funds have similar to the stock market.

In this episode you will learn:

  • How Melanie got into the REI space
  • What are blind funds?
  • What direction should you take as an investor in 2022?

  • Melanie Mcdaniel – an investor holding it in during a pandemic

  • The challenge of location independence to a business

About Melanie McDaniel:

Melanie is the founder of Freestyle Capital Group, a boutique private equity firm, and Freestyle Fund, a customizable Fund. She partners with passive investors to invest in private equity real estate transactions across a variety of asset classes, operators, geographies, and investment strategies. Melanie offers a Michelin Star experience with curated investment opportunities and aims to have a personal relationship with each investor.

Connect with Melanie McDaniel on:

Website: https://www.freestylecapitalgroup.com/

LinkedIn: https://www.linkedin.com/in/melaniemcdanielinvest/

Instagram: https://www.instagram.com/freestylecapitalgroup/

Twitter: https://twitter.com/FreestyleInvest

Facebook https://www.facebook.com/freestylecapitalgroup

YouTube: https://www.youtube.com/channel/UCjooQOXNa2GikHG0ilncRuA

Email: melanie@freestylecapitalgroup.com

Subscribe to the newsletter and get a FREE download of Your Guide to Financial Freedom:

https://www.freestylecapitalgroup.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

Book your FREE consultation with Fortune Cribs now:

https://fortunecribs.com/

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

In this Off The Beaten Path Episode, Melanie McDaniel shares a common issue with investors entering the capital raising space and how to overcome it.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Lee Yoder as he talks about the approach he took to play big in real estate. When Lee started educating himself with Rich Dad Poor Dad and The Cashflow Quadrant, he realized that owning rental properties was what he wanted. For a PT, it wasn't easy. But as for most beginners, the first step is the most crucial step to take, no matter how right or wrong. Here, Lee shares his thoughts on house flipping, the importance of working with the right people, and what he decided to do that really moved the needle in his career as an investor.

In this episode you will learn:

  • The struggle of having to sell your time and energy
  • House flipping is not investing!
  • Why you should consider getting a property management team

  • Having a partner is influential when transitioning to bigger projects

  • Lee Yoder – on working with syndication attorneys

About Lee Yoder:

Lee was a practicing physical therapist when he realized his true passion was building his own business and investing in real estate. He took this passion and considerable action to quickly build a portfolio with several small apartment buildings. He quickly repositions this portfolio, brings it full cycle, and provides an incredible return for his investors.

Today, Lee is focused on syndicating larger apartment buildings. He is the founder and visionary behind Threefold Real Estate Investing, and he's committed to forging a path that will generate incredible wealth and opportunity for all involved. His focus is driving the business forward by forging new relationships with top-notch professionals in the real estate world and bringing on more partners to invest alongside Threefold.

Lee also hosts a podcast, Threefold Real Estate Investing, which discusses multifamily real estate investing while focusing on pursuing better relationships with family and a better walk with Christ.

Connect with Lee Yoder on:

Website: https://threefoldrei.com/

LinkedIn: https://www.linkedin.com/in/lee-yoder-25793215a

Facebook: https://www.facebook.com/threefold.yoder/

Instagram: https://www.instagram.com/leeyoder_threefoldrei/?hl=en

Grab the eBook, 5 Steps to Passive Income for the Full-time Dad! for FREE:

https://threefoldrei.ac-page.com/5-steps-to-passive-income-for-the-full-time-dad

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Lee Yoder shares how anyone who is venturing down a new path can accelerate their success.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access

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In this Off The Beaten Path Episode, Bill Ham shares one of his missed investing  opportunities and why it's important to invest upstream at the source.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Bill Ham as he explains what makes up a good real estate deal and the factors to watch out for in the current market cycle. Today, Bill shares how he entered real estate investing after leaving his stellar job as a pilot. Since joining his house-flipping friends, Bill now has hundreds of units under his portfolio, which he mainly acquired through creative financing. Here, Bill discusses the basics of seller financing and how creative financing applies to large properties.

In this episode you will learn: ⦁ Why Bill chose to leave his job as a pilot ⦁ Good Deals: 90% the seller, 10% the property ⦁ Tips that tell you we're going in a down cycle ⦁ What to be careful about in the current market cycle ⦁ Why you shouldn't overspend on a property

About Bill Ham: In 2005, Bill quit his job as a corporate pilot and went into real estate full time. He closed only one deal. A duplex. It was cash flowing about $300 a month. He started his entire real estate career with this one duplex and a life savings of $10,000. For Bill, it wasn't much.

Bill's first 402 units were completed with some form of creative financings such as seller financing and master lease options. Over the years, he built a large portfolio of real estate consisting mostly of apartments. Bill built a management company that operated the portfolio. At the peak, that company was comprised of 16 employees and managed over 1000 units. Over the years, he had many successes and many failures. Some small and some big. Bill has made a lot of money and has also lost a lot of it. He has seen all phases of the market. The upcycles and the down. The good times and the bad. He has survived them all. Knowledge and skills are only passed on by those who survive.

Connect with Bill Ham on:

Website: https://realestateraw.com/

LinkedIn: https://www.linkedin.com/in/billhamrealestate

Facebook: https://www.facebook.com/billhamrealestate

Instagram: https://www.instagram.com/billham_realestate/

Email: bill@gobroadwell.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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In this Off The Beaten Path Episode, Matt Picheny shares how one of his passions turned into a grand slam investment and how you can identify alternative investing opportunities.

Want to learn more about passive income?

Check out our FREE GUIDE - The Passive Investor's Handbook

Click here to access

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Join Daniel Nickles with his guest Matt Picheny as they talk about how Matt explains the effects of REI to lives beyond profit-making in his best-selling book. In this episode, Matt shares how the dot-com crash and a 90-day eviction notice led him to become a successful real estate investor up to this very day and the elements he looks out for in deals, as explained in the book Backstage Guide To Real Estate: Produce Passive Income, Write Your Own Story, and Direct Your Dollars Toward Positive Change.

In this episode you will learn:

  • Matt Picheny – from planning to rent to buying an apartment
  • Multifamily: The Scalability of 100 roofs under 1
  • On The Secrets of a Successful Syndication
  • Three (3) things to examine in a deal
  • What having passive income allows every investor

About Matt Picheny:

Matt Picheny is a real estate investor, Tony award winner, and author of the #1 best-selling book Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own stories and choose how they want to spend their time.

Matt has over 15 years of experience revitalizing and elevating communities through real estate investment and has invested in over 8,000 apartments nationwide. He is a licensed real estate agent and has earned both Commercial Real Estate & Real Estate Finance certificates from Boston University. Matt is a member of the Forbes Real Estate Council, the Fast Company Executive Board and is an advisor to a PropTech company.

A PMI certified Project Management Professional, Matt is a digital marketing veteran whose 18-year career in the advertising world included working for some of the world's largest advertising agencies, producing award-winning projects for Fortune 500 clients, including Verizon, IBM, and Coca-Cola.

Matt and his wife have two Tony Awards® as co-Producers of the Broadway show Moulin Rouge! and American Utopia. They have invested in many other theatrical productions, including the iconic musicals Hamilton and Wicked.

A native of Orlando, Florida, and a former actor, Matt still believes in happily ever after. He lives with his wife and their two daughters in Brooklyn, New York, and in his downtime, he enjoys long walks on the beach, Broadway, Rock and Roll, and an amazing barbecue.

Connect with Matt Picheny on:

Website: https://picheny.com/

LinkedIn: https://www.linkedin.com/in/picheny Facebook: https://www.facebook.com/mpicheny

Backstage Guide To Real Estate: Produce Passive Income, Write Your Own Story, and Direct Your Dollars Toward Positive Change, Book by Matt Picheny:

https://picheny.com/backstage-guide/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Jerome Myers as he talks about why it's crucial to know how to sell your value proposition, what 401(k)s are intended for, and the four main challenges that every investor must overcome in the real estate space. In this dynamic exchange, Jerome also helps us expand one of life's most important questions: "is the life you're living your deliberate decision?"

In this episode you will learn:

  • Jerome Myers – on dropping out from corporate America
  • The value of knowing how to articulate your value
  • What the matrixchallenges you to do
  • Why salespeople and engineers thrive in real estate
  • What majority of investors try to overcome

About Jerome Myers:

Jerome Myers (a/k/a "J") is a developer of people and places. He is the founder and Chief Inspiration Officer of DreamCatchers and The Myers Development Group.

Through these entities, he gets to live out his childhood dreams of helping people manifest the things they imagine and create social proof that dreams should be real.

Since leaving corporate America after building a 20MM division, J has become one of the most sought-after thought leaders in the multifamily development space. His company, The Myers Development Group, built a multi-million-dollar portfolio following the principles of Myers Methods.

Connect with Jerome Myers on:

Website: https://www.jeromemyers.co/

LinkedIn: https://www.linkedin.com/in/jeromemyers

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Trevor Thompson as they talk about how the earn and learn strategy works and how real estate investing relates to horse racing. Before Trevor shares about the practicality of certain passive investing approaches to being an active investor, tune in to what he has to share about how he scrutinizes the sponsors and teams he chooses to work with.

In this episode you will learn:

  • Trevor Thompson – on the influence of Rich Dad Poor Dad
  • The Jockeys, Horses, and Tracks in Real Estate
  • Less about the hype, more about the experiences
  • Active investment is a job you do on your own terms
  • How passive investing principles apply to active investments

About Trevor Thompson:

Trevor Thompson is a real estate investor, syndicator, and a successful vice president with 47+ years in the attractions and entertainment industry. He is highly observant and detail-oriented with a highly developed work ethic. He values history and culture and strives to maintain a harmonious environment offering service to others. Developing businesses, leading teams, and providing high-level results is Trevor's second nature.

Connect with Trevor Thompson on:

Website: https://www.niagara-investments.com/

LinkedIn: https://www.linkedin.com/in/ktrevorthompson/ Facebook: https://www.facebook.com/ktrevor.thompson/

Phone: (512) 887-4970

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Rich Somers as he talks about pre-resignation game plans, the biggest risk to short-term rental assets, and the market gap that FortuneCribs fills as a firm. After sharing why resigning was his best decision ever made, Rich explains how he earns an average of $18,000—the least—from his portfolio of short-term rentals.

In this episode you will learn:

  • Rich Somers – on doing what others deem as too risky
  • Don't burn bridges without a plan in place
  • How Rich Somers got started with short-term rentals
  • The challenges to short-term rentals
  • FortuneCribs – All in one turnkey short-term rental firm

About Rich Somers:

Rich is an active real estate investor and entrepreneur holding a portfolio of apartment buildings and short-term vacation rentals valued in excess of $35M. Rich also co-hosts a weekly real estate investing podcast, "The Multifamily Takeoff," where he interviews top real estate investors and industry experts from all over the world. He also co-hosts a monthly real estate networking event in his local city of San Diego.

Most recently, Rich founded FortuneCribs as he discovered a shortage of sophisticated, performance-driven operators and a growing need for an all-in-one acquisition, design, and management firm. A graduate of California State University San Marcos College of Economics, Rich is passionate and eager to leverage his network and expertise to help you maximize your returns and grow your real estate portfolio.

Connect with Rich Somers on:

Website: https://fortunecribs.com/

Email: info@fortunecribs.com

Phone: 1-800-799-FLOW

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Amy Tiemann as she explains how she grows her connections, the things you need to pay attention to in a passive investment, and how having an entrepreneurial spirit helps enhance your skills in real estate investing. Compared to others, Amy doesn't ever shy away from ugly properties. With the right skills and team, Amy believes a lot of money can come from knowing how to transform the most neglected apartments.

In this episode you will learn:

  • Amy Tiemann – on starting a construction company, building retail stores across the US, etc.
  • The need to maximize the information you get in a passive investment
  • If you're going to do a value-add deal, don't start with a big one!
  • How to Wing It The Entrepreneur Way
  • In this business, networking is a must!

About Amy Tiemann:

Amy Tiemann buys ugly apartments and commercial properties and makes them better. She is the Founder and CEO of TM1 Properties, a commercial real estate private equity firm.

Connect with Amy Tiemann on:

Website: https://tm1properties.com/

LinkedIn: https://www.linkedin.com/in/amy-tiemann-911b566/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Jim Pfeifer as they talk about what teaching finance taught him, his process of finding and screening sponsors, his take on the vitality of communication, and his thoughts on speculating vs. investing. As a rule of thumb, for Jim, 95% of any investor's resources should be invested in hard assets. As the discussion furthers, Jim also explains how diversification should be approached and how it is everyone’s entry into the whole ecosystem of real estate investing.

In this episode you will learn:

  • From paper assets to hard assets
  • Jim Pfeifer – on where you should be investing most of your resources
  • Sponsors are crucial to your network
  • You can still get involved even though its passive
  • Jim’s bad experiences with passive investments

About Jim Pfeifer:

Jim Pfeifer is one of the founders of Left Field Investors and the host of the Passive Investing from Left Field podcast. Left Field Investors is a group dedicated to educating and assisting like-minded investors negotiate the nuances of the passive investing landscape and world of syndications. Jim is a former financial advisor who became frustrated with the one-path-fits-all approach of the standard financial services industry.

Jim now concentrates on investing in real assets that produce cash flow and is committed to sharing his knowledge with others who are interested in learning a different way to grow wealth. Jim not only advises and helps people get started in passive real estate syndications, he also invests alongside them in small groups to allow for diversification among multiple investments and syndication sponsors.

Jim believes the most important factor in a successful syndication is finding a sponsor that he knows, likes, and trusts. He has invested in over 45 passive syndications including apartments, mobile homes, self-storage, private lending and notes, ATMs, commercial and industrial triple net leases, assisted living facilities, and international coffee farms and cacao producers.

Jim is constantly looking for new investment ideas that match his philosophy of real assets producing cash flow as well as looking for new sponsors with whom he can build quality, long-term relationships.

Connect with Jim Pfeifer on:

Website: http://www.leftfieldinvestors.com/

LinkedIn: https://www.linkedin.com/in/jimpfeifer

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guests Michael Barnhart & Suzy Sevier as they talk about how to be a successful long-distance real estate investor from 4k miles away, the challenge of understanding people and leveraging relationships, and their different version of ROI. Today, Michael and Suzy share how going virtual proved to be better for their business as real estate investors and how it helped them work on the business and not in the business. For them, when you start to think about people instead of profits, the way your mind wires becomes totally different.

In this episode you will learn:

  • Michael Barnhart & Suzy Sevier – what works for them in real estate investing
  • Self-coaching is a hard thing to do
  • Work on the business and not in the business
  • What is your return on impact?
  • Through connections comes deals!

About Michael Barnhart & Suzy Sevier:

Suzy and Michael are the Founders of Adventurous Real Estate Investors. They specialize in Return on Impact. Through real estate investing, they create immeasurable impacts; in their family, with their friends, in their community, with the families (residents) they serve, in the spaces where they want to be generous everywhere and anywhere. Suzy and Michael are triathletes, outdoor and adventure enthusiasts, and avid travelers.

Connect with Michael Barnhart & Suzy Sevier on:

Website: https://adventurousrei.com/ Instagram: https://www.instagram.com/adventurous.rei/ Facebook: https://www.facebook.com/adventurousREI LinkedIn: https://www.linkedin.com/in/michaelbarnhartrei/ https://www.linkedin.com/in/suzysevier/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Neil Wahlgren as he explains what industrial real estate is all about, what made his transition from airforce academy to being an industrial real estate investor, and what you need to know about property tax, insurance tax, and building maintenance—whether you're the owner or tenant—in industrial real estate properties. Here, Neil also helps us understand where the growth trajectory is taking the industry moving forward and how they counter probable speed bumps in Mag Capital Partners.

In this episode you will learn:

  • Neil Wahlgren – from airforce academy to real estate investing
  • What is industrial real estate?
  • What are triple net leases?
  • Industrial real estate is taking off!
  • How a rapid increase in interest rates might affect the industrial real estate industry

About Neil Wahlgren:

Neil Wahlgren raises capital for direct investments into cash-flowing NNN operational industrial real estate. He emphasizes mid-market, creditworthy manufacturing tenants. Sale-leaseback transactions create value through institutional leases and long-term alignment with proven tenants.

Neil operates from his core values of integrity, punctuality, and attention to detail derived through his background as a commissioned officer and pilot in the US Air Force & Navy.

His specialties include securitized commercial real estate investments with credit tenants through industrial sale-leaseback acquisitions.

Connect with Neil Wahlgren on:

Website: https://magcp.com/home/

LinkedIn: https://www.linkedin.com/in/neilwahlgren/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Lauren Brychell as she talks about how Spartan Investment Group adds value to the properties they deal, the significance of educating investors, and her role as an Investor Relations Associate. As the point of contact for everything related to their investors, Lauren discusses how transparency always works in relationship building and why self-storage will always be an attractive asset class whether the economy is a boom or a bust.

In this episode you will learn:

  • What is investor relations all about?
  • How do you turn interested people into investing people?
  • The challenges to communicating with investors
  • Why self-storage?
  • The strategy for value-add units

About Lauren Brychell:

Lauren Brychell is the Investor Relations Associate for Spartan Investment Group, LLC. In this role, Lauren brings her skills in marketing and project management to assist the team with investor-facing collateral, communications, capital raise projects, and investor education.

Lauren graduated from Belmont Abbey College with a bachelor's degree in Business Management with a concentration in Marketing and a minor in Entrepreneurship.

Connect with Lauren Brychell on:

Website: https://spartan-investors.com/

LinkedIn: https://www.linkedin.com/in/lauren-brychell-a2114310a/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Jonathan Nichols as he talks about Airbnbs compared to other assets, how people and systems make active investments a lot more passive, how investors overestimate the value they bring to the table, and the reason why you need to be super conservative when raising capital. As an engineer turned multifamily syndicator, Jonathan also explains what is active and what is passive on the spectrum of real estate investing.

In this episode you will learn:

  • Jonathan Nichols – on house hacking a property infront of the AT&T Stadium
  • Are short-term rentals a passive investment?
  • In real estate, it's so much about the persistence
  • Only 10% of the people who say "I'm interested in investing" actually will
  • What Apogee Capital is all about

About Jonathan Nichols:

Jonathan Nichols is a real estate investor local to the DFW metroplex. He began his REI career after having worked for six years in the aerospace engineering industry as a propulsion engineer, where he analyzes and integrates turboshaft engines on helicopter platforms. He holds a B.S. degree and an M.S. degree in Aerospace Engineering from Texas A&M and Virginia Polytechnic Institute, respectively.

He is a member of the Michael Blank Investor Incubator Program and of the Deal Maker Mastermind. His past real estate projects include numerous residential real estate investments and a top-rated short-term rental business in the Arlington Entertainment District.

Known as a person with a high work ethic, Jonathan enjoys helping others to achieve their goals (financial or otherwise). Outside of work, he enjoys spending his time racing in triathlons and traveling with his wife.

Connect with Jonathan Nichols on:

Website: https://www.apogeemfc.com/

LinkedIn: https://www.linkedin.com/company/apogeemfc/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Chris Grenzig as he talks about what a portfolio manager does at Toro and the giant leaps he had to take when starting his community managing business—JAG Communities. For Chris, his unique perspective on things pushed him past all the speed bumps and analysis paralysis when starting JAG. Hearing his journey, the main takeaway for entrepreneurs is that reinventing the wheel shouldn't always be the goal. Sometimes, you just have to remind yourself that what you're doing has already been successfully done. How you remake those successful results is the focus.

In this episode you will learn:

  • Chris Grenzig – getting commissions even if my client barely makes a penny seemed wrong
  • The experience of working in Toro as a portfolio manager
  • Starting JAG Communities – The speed bumps and hesitations
  • It's all about perspective and doing what's already been done
  • The kind of company JAG Communities aim to be

About Chris Grenzig:

Chris started JAG Communities in Nov of 2020 after moving from Long Island, NY to Jacksonville, FL. He created JAG to create not only the premier manager of apartment complexes in the country but also an unparalleled work environment for all JAG staff and partners.

Prior to forming JAG Communities, Chris worked for Toro Real Estate Partners for 4.5 years overseeing all of their Florida portfolios which consisted of 7 properties, totaling roughly 1,000 units worth $70m.

Connect with Chris Grenzig on:

Website: http://jag-communities.com/

Instagram: https://www.instagram.com/chris.grenzig/?hl=en

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Bronson Hill as he explains what real financial freedom looks like, how investing in multifamily reacts to inflation, and why you can't print your way to prosperity. During COVID, Bronson didn't know what to expect as an investor, but as the author of The Single Best Investment Strategy During (and After) a Pandemic, tune into Bronson as he speaks about why multifamily properties are the absolute best place to park your hard-earned cash in.

In this episode you will learn:

  • Bronson Hill – when is the right time to leave a great job?
  • The Law of the First Deal and Its Influence
  • Multifamily is a hedge against inflation!
  • Why should you pay attention to inflation rates?
  • What are the five (5) major benefits of investing in multifamily?

About Bronson Hill:

Bronson Hill bought his first rental house in 2006 and rented it out when he moved two years later. After refinancing and getting $400 a month in cash flow, he was amazed. Later, Bronson started buying houses in Ohio, and his plan was to buy at least 30 homes, replace his income, and experience financial freedom.

He reconnected with a family member who owned many multifamily apartments who told him, "Your plan sounds like a lot of work! Also, everyone I know that has done multifamily wishes that they started sooner. Why don't you just do multifamily?"

That led to Bronson starting a multifamily meetup group in the city where he lives (Pasadena, CA) and partnering with an experienced syndicator (one who raises money to buy apartment buildings or other assets). He contributed with some of the diligence and raising capital. Being a multifamily syndicator is something Bronson is proud of, and he loves helping others start investing in this asset class.

The advantages of better returns, lower risk, tax advantages, and passive income make multifamily syndication the best investment available.

Connect with Bronson Hill on:

Website: https://bronsonequity.com/

Grab your FREE copy of The Single Best Investment Strategy During (and After) a Pandemic, Report by Bronson Hill:

https://bronsonequity.com/report/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅ Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕 Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Whitney Elkins-Hutten as she talks about the questions you need to ask yourself before investing in rentals, the mindset that helps you elevate yourself as an investor, and whether or not you can run a portfolio of passive investments like a business. For both Whitney and Daniel, letting go of control as an investor truly is a challenge. Although for Whitney, no matter how hard it is, what will help you invest passively with sound and informed decisions is the level of due diligence you're willing to take.

In this episode you will learn:

  • Whitney Elkins-Hutten – on discovering cash flow from rentals
  • Three questions to get started on real estate investing
  • What are strengths, and what are gifts?
  • What a business owner essentially earns
  • Can you manage passive investments like a business?

About Whitney Elkins-Hutten:

The beginning of Whitney's real estate career went better than most—her first-ever rental in 2002 was a huge success. It was on her second deal that she almost lost it all. Those two experiences shaped Whitney's real estate journey into what it is today. Knowing there had to be a right way and that success always leaves clues, she studied the greatest real estate juggernauts and replicated the personal finance and wealth creation strategies that they used to create financial freedom.

Since that first rental, Whitney partnered in over $700M+ of real estate — including over 5000+ residential units (MF, MHP, SFR, and assisted living) and more than 1400+ self-storage units across 7 states — and experienced flipping over $3M in residential real estate. Still, reaping the rewards of her hard work isn't enough for her. Whitney wants to help people discover what she did—the real estate knowledge that will give them financial freedom.

That's why Whitney started ASH Wealth (ashwealth.com) in 2018 and launched her real estate mentorship program, the Investor Accelerator Mentorship Program. Through the IAMP, she helps budding real estate investors develop a clear, workable plan that gives them the results they dream of, solves their startup or scaling issues, and drives massive progress towards not only their real estate and financial goals… but their lifestyle goals.

Connect with Whitney Elkins-Hutten on:

Website: https://ashwealth.com/

LinkedIn: https://www.linkedin.com/in/whitneyelkinshutten/

Instagram: https://www.passiveinvesting.com/whitney/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Aileen Prak as she speaks about the work behind building your investor mindset, the takeaways she utilized as a passive investor going to the active side, where she discovered the true meaning of passive income, and so much more. For Aileen, reputation is everything in real estate. And to build a reputation for yourself, education is one way. Education can't be taken away from you, she believes. And with a solid foundation for yourself, you can build value out of anything no matter what.

In this episode you will learn:

  • What is a better way to live a life for work and family?
  • What investors benefit from syndicating
  • You need to love what you're investing in!
  • Aileen Prak – on getting past the mindset that blocks you
  • The many areas that podcasting gives value to

About Aileen Prak:

Aileen Prak is one of the two managing partners of Bonavest Capital. Aileen has experience managing financial budgets for projects over $900M. She received her Master of Business Administration from Northeastern University.

In Bonavest Capital, their mission is to find value-add properties to provide above-average returns and help investors achieve financial freedom through passive investing. They believe that respect, transparency, and integrity are essential for a successful partnership.

Connect with Aileen Prak on:

Website: https://bonavestcapital.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Chad Griffiths as he speaks about the three subcategories of industrial real estate, why industrial properties aren't as ubiquitous as apartment buildings, what fuels the industrial real estate market, and more. Before getting into industrial real estate, Chad first dabbled into residential, then commercial. Sure, multifamily isn't bad, but for Chad, it just isn't for him. For Chad, knowing where you want to be as an investor is always more important.

In this episode you will learn:

  • What comes to mind when people hear commercial and industrial
  • What industrial real estate consists of
  • Chad Griffiths – on dealing with industrial property tenants
  • How do you find the right tenant?
  • The effect of eCommerce on the industrial real estate market

About Chad Griffiths:

Chad entered the commercial real estate industry in 2004 and has completed over 500 transactions with clients ranging from local companies to large institutional owners. Chad has been a top 15 producer with NAI Canada-wide since 2013 and became a partner of the Edmonton office in 2015.

An active volunteer in the real estate and business community, Chad has previously served as Chair and board member of the Real Estate Council of Alberta (RECA), board member of NAIOP Edmonton, President of the South Edmonton Business Association, and member of the City of Edmonton Strathcona Junction Advisory Committee. Chad currently sits on the University of Alberta's Practice of Commercial Real Estate Course Advisory Committee.

Chad has SIOR and CCIM designations, a Diploma in Urban Land Economics from UBC, and an MBA from TRU.

Connect with Chad Griffiths on:

LinkedIn: https://www.linkedin.com/in/chadgriffiths/

YouTube: https://www.youtube.com/c/ChadGriffithsCRE

Email: cgriffiths@naiedmonton.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Mason Moreland as he talks about the perks of having a diverse background, the experience of running a vineyard business, and Texas Vine Country's journey on putting the wine-producing state of Texas on the bigger map. For Mason, having multiple skills is like neuroplasticity. The more you have, the more connections you get to make that create more possibilities.

In this episode you will learn:

  • Mason Moreland – on coming from distinct and varying fields
  • The role curiosity plays in finding opportunities
  • Does having many skills benefit you as an investor?
  • On applying the methods of syndication to a winery
  • Is vineyard development for you or not for you?

About Mason Moreland:

Mason is responsible for growth, process improvement, and finance/risk management at TVC. His superpower is underwriting unique assets, and his passion is finding overlooked opportunities and seizing them. Though he focuses on the Texas vineyard niche currently, throughout his career, he has worked in residential real estate investing, oil and gas, and environmental consulting.

He is a herpetologist and is an alumnus of Texas Tech University. He likes to spend his time with his growing family and do anything that is challenging.

Connect with Mason Moreland on:

Website: https://www.texasvinecountry.com/

LinkedIn: https://www.linkedin.com/in/mason-moreland

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with his guest Esther Reizes-Lowenbein as she talks about why she transitioned from speech pathology to real estate, what one can expect from residential and commercial real estate markets, and how she incredibly raised thirty million dollars of equity in just eight months. When asked about how she joggles multiple big-time deals with multiple kids, for Esther, it's all about hard work, prioritization, delegation, calendar management, and non-stop learning.

In this episode you will learn:

  • How Esther transitioned from speech pathology to real estate
  • Why do most people start with residential?
  • It's all about making connections, sharing, and being transparent!
  • What is a fund?
  • A crazy career in real estate and eight kids – how?

About Esther Reizes-Lowenbein:

Esther Reizes-Lowenbein has redefined the face of real estate by offering professional and on-demand service. Esther services the commercial real estate market as a realtor, investor, and syndicator. She has successfully closed over 300 million dollars in commercial transactions thus far. She is recognized as a "serial net-worker" and has a knack for connecting buyers, sellers, and investors.

Esther holds a master's degree from Adelphi University. She is an entrepreneur and philanthropist. She takes great pride in her wonderful children. Additionally, Esther, together with her husband, is extremely active in their community and runs a not-for-profit, providing relief for underprivileged individuals.

In just 8 months, Esther has successfully raised over 30 million dollars from coGP and JV investors.

Connect with Esther Reizes-Lowenbein on:

Website: https://estherreizes.com/

LinkedIn: https://www.linkedin.com/in/esther-reizes-lowenbein-34992096/

Instagram: https://www.instagram.com/estilowenbein/

Facebook: https://www.facebook.com/Esther-Reizes-Lowenbein-at-EXP-Realty-205433843491193

Email: Er@estherreizes.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles with guest Eric Martel, the Founder of MartelTurnkey, as he talks about how different investment vehicles fit each individual differently, the everyday challenges of financial freedom to people, how beginners can find mentors, and about his book, Stop Trading Your Time for Money. When Eric was in college, he was amazed how his regular community college teacher could own a 36-unit apartment building and plan on building a shopping mall. Having that kind of testament in front of him, Eric knew there was something to passive investing.

In this episode you will learn:

Finding Mentors: First, look close and near.

Converting corporate pension plans to retirement saving plans

The Strategy Alignment Triangle

The Investment Quadrant

About the company Martel Turnkey

About Eric Martel:

Eric Martel is a Real Estate Investor, Entrepreneur, Author, and Speaker. He has purchased his first apartment building at just 18 years of age while still at university. After graduation, in his position as an actuary, Eric was dismayed to see hundreds of company pension plans being rolled over into 401(k)s, shifting the retirement risk to employees.

This made him reconsider traditional beliefs about retirement savings. It also made him question his role as an actuary, so he joined the lucrative technology industry. A few years later, he lost a fortune during the dot-com crash of 2001, and he started looking for ways to earn passive income and stop trading time for money.

Eric started various businesses, including a gourmet sauce company, but eventually returned to his first love of real estate investing and formed MartelTurnkey. After just four years of rapid success, he was able to retire from his day job. Now Eric wants to share what he's learned, so people don't make the same mistakes he did.

Connect with Eric Martel on:

Website: https://marteleric.com/

LinkedIn: https://www.linkedin.com/in/martele/

YouTube: https://www.youtube.com/channel/UCHF0Ulr3iVPopnd_zaCp_4A/videos

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles in this episode with Dustin Heiner, the Founder of Successfully Unemployed. Growing up, Dustin experienced multiple businesses as a natural active earner. But that was until corporate laid him off. In this discussion, Dustin talks about what lay-off taught him, how you should value yourself as a professional, how he approaches every business and investment, and what makes passive income really passive. For Dustin, corporate is only willing to pay you enough to keep you. Sometimes, by staying – you're actually losing money.

In this episode you will learn:

  • Dustin Heiner on growing up entrepreneurial
  • The lessons of getting laid off from a government office
  • How does Dustin approach residential real estate?
  • Build the business first!
  • The purpose of putting systems and rules

About Dustin Heiner:

Dustin is the founder and host of Successfully Unemployed, a Blog and Podcast about investing, entrepreneurship, and building your own dream life. His desire is to help people succeed in never working a job again.

Successfully Unemployed is committed to helping people on their business journey by sharing insights on how to successfully create businesses and never work a job again. Successfully Unemployed values the story of each business owner and does not hide away from failures; instead, shares them openly.

Connect with Dustin Heiner on:

Website: https://successfullyunemployed.co/

https://www.masterpassiveincome.com/

Podcast: https://successfullyunemployed.co/podcast

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles in this episode with Ken Gee, the Founder and Managing Partner of KRI Partners. As a former accountant and tax manager, with every transaction, Ken noticed more and more how all of his clients were into this "thing" called real estate. Seeking the difference of not answering to anyone and not working extensively himself, Ken decided to buy his first 28-unit apartment building. In this episode, Ken explains the aspects of his W-2 life that helped establish his firm, why there needs to be commonality with investors and strategies, why KRI Partners only do multifamily, and the tips on due diligence that investors use before placing capital with REI firms.

In this episode you will learn:

  • Understanding finance and how lenders think
  • You have to live a goal-driven life!
  • Mismatches create unhappiness.
  • What facets of an REI firm should you look into?
  • As a passive investor, what should you ask and not ask about?

About Ken Gee:

Mr. Gee is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience.

Throughout his career, he has been involved in transactions valued in excess of $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects, as well as playing a significant role as a member of due diligence and transaction structure planning teams for several private equity firms specializing in the small and middle markets.

Prior to forming KRI Partners, Mr. Gee was a tax manager with Deloitte & Touche LLP, where he focused his practice on state and local tax planning, merger and acquisition due diligence, and transaction structure planning for private equity and middle-market companies.

Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc.

Connect with Ken Gee on:

Website: https://www.kripartners.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson in this special episode with memorable takeaways from guests Austin Linney, Steven Pesavento, Jason Yarusi, and Bruce Petersen about their golden words of advice for what makes up success. Because before anyone can build an established brand, the self needs to be established first. In this special, we explain why lifestyle and defaults are crucial to success building, how mindset can work for or against you, why you can't totally ditch other people, and why being introspective always pays.

In this episode you will learn:

  • Austin Linney – build a lifestyle first and make sure your 'defaults' are positive.
  • KNOW THIS: self-awareness is a weapon!
  • Steven Pesavento – why do successful people's mindsets work?
  • Jason Yarusi – you can prepare for anything, but you also need teams and resources.
  • Bruce Petersen – know where you're good at and triple down on that!

Catch up with Austin Linney on:

Website: https://www.austinlinney.com/

Connect with Steven Pesavento on:

Website: https://www.stevenpesavento.com/

Find Jason Yarusi on:

Website: https://www.yarusiholdings.com/website

Follow Bruce Petersen on:

Website: https://apt-guy.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles in this episode with John Rickgarn of Wealth and Freedom Nexus, as they talk about how he entered real estate investing by leveraging the simplest forms of self-education. John's parents didn't get to enjoy their retirement plans when they succumbed to cancer. After some reflection, John decided he shouldn't be deferring his life to some retirement plan along the line. In this episode, John shares how one can use retirement accounts to invest, the pros and cons of crowdfunding, and why networking will always do you good.

In this episode you will learn:

  • You don't have to wait for retirement to live financially free!
  • Learning about investing can begin easily with podcasts.
  • What are traditional IRAs and Roth IRAs?
  • What you don't get from self-education, you get from networking.
  • The pros and cons of crowdfunding.

About John Rickgarn:

John has been a real estate investor since 2016 and is a licensed real estate agent with MN Lands and Homes. He wishes to help educate other potential and beginning investors to build their real estate portfolios and increase their passive income to gain the hand of defining their own meaning of freedom in life.

Connect with John Rickgarn on:

Website: https://www.wealthandfreedomnexus.com/

Twitter: https://twitter.com/WFreedomnexus

Facebook: https://www.facebook.com/wealthandfreedomnexus/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles in this episode with Camilla Jeffs, the Founder, and CEO of Steady Stream Investing. Before, Camilla was only focused on single-family investing and spent years doing the live-and-flip strategy. But upon learning that she can get almost the same revenue investing in apartment buildings as she did doing active investing in flips, Camilla realized that she could actually achieve her life's ultimate vision with less effort as a passive investor. In this episode, Camilla talks about how she got into syndication, what it's like to be an introverted investor, how she managed to give up the control she used to have with single-family investing, and what impact investing is all about.

In this episode you will learn:

  • How mind-blowing is group investing or syndication?
  • Camilla Jeffs on giving up control and reflecting on your life's vision
  • Introverts can be successful in business and investing too.
  • What is impact investing?
  • The Impact Investor's Network

Connect with Camilla Jeffs on:

Website: https://steadystreaminvestments.com/

Instagram: https://www.instagram.com/introverted.investor/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson in this special episode containing the highlights from guests Yosef Lee, Logan Freeman, Ashton Levarek, and Chris Levarek about the key points to remember when building a solid team of real estate investors. Having control over many things in a transaction sure has its benefits. But if you're the only one wearing all the hats with the same tricks over and over, going long may not be as quick as you want them to be. In this special, we'll cover what investors need to look for in partners, how hearing "no" can be good for you, why you need to invest in your people, and the relevance of books, masterminds, and mentors.

In this episode you will learn:

  • Yosef Lee – as an investor, it's essential to be around like-minded people and have someone who'll hold you accountable.
  • Mentorships will tremendously change your learning curve.
  • Ashton Levarek – in partnerships, it's all about counterbalance.
  • Chris Levarek – align with what you enjoy or with what you're really good at.
  • Logan Freeman – building your people builds your ROI.

Connect with Yosef Lee on:

Facebook: https://www.facebook.com/yosefhlee.esq

Instagram: https://www.instagram.com/yosefyourbrosef/

Connect with Logan Freeman on:

Website: https://ftwinvestmentsllc.com/ LinkedIn: https://www.linkedin.com/in/livefreeinvestments Instagram: https://www.instagram.com/livefreeinvestments/?hl=en

Connect with Ashton Levarek on:

Website: https://www.valkeregroup.com/

LinkedIn: https://www.linkedin.com/in/ashton-levarek-ba03b4161/

Facebook: https://www.facebook.com/valkereinvestmentgroup

Instagram: https://www.instagram.com/valkereinvestmentgroup/

YouTube: https://www.youtube.com/channel/UCFFfs4Hpgft57w9lV4fnVgQ

Connect with Chris Levarek on:

Website: https://www.valkeregroup.com/

LinkedIn: https://www.linkedin.com/in/christopher-levarek/

Facebook: https://www.facebook.com/valkereinvestmentgroup

Instagram: https://www.instagram.com/valkereinvestmentgroup/

YouTube: https://www.youtube.com/channel/UCFFfs4Hpgft57w9lV4fnVgQ

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson in another special episode that compiles the highlights from guests Collin Placke, Savannah Arroyo, Hendra Tambunan, and Jeff Anzalone regarding what you need to hear about real estate investing as a full-time W-2 worker and an investor on the side. So if you're planning to invest but don't want to let go of your full-time career, then this episode is what you need to tune into. In this special, find out if it's either single-family or multifamily investing that's right for you, what your W-2 job will mean for you as an investor, and how to find structure when joggling full-time work, investing, family, and self-development.

In this episode you will learn:

  • Collin Placke – multifamily is the same work as single-family but with more efficiency and scale
  • What happens outside of your comfort zone – growth
  • Savannah Arroyo – healthcare and multifamily both have a lot of different pieces moving together
  • Hendra Tambunan – your W-2 experience is the talent you bring on to the table
  • Jeff Anzalone – find balance and give your presence to what matters the most

Connect with Collin Placke on:

Website: https://alpenglowinv.com/

LinkedIn: https://www.linkedin.com/in/collinplacke/

Connect with Savannah Arroyo on:

Website: https://thenetworthnurse.com/

Linktr.ee: https://linktr.ee/thenetworthnurse

Email: savannah@thenetworthnurse.com

Connect with Hendra Tambunan on:

Website: https://www.ideaboxcapital.com/

LinkedIn: https://www.linkedin.com/in/htambunan/

Facebook: https://www.facebook.com/hendrat

Instagram: https://www.instagram.com/hendrat/

Email: Hendra@IdeaBoxCapital.com

Connect with Dr. Jeff Anzalone on:

Website: https://www.debtfreedr.com/

Free guide: https://www.debtfreedr.com/doctors-passive-income-guide/

Email: jeff@debtfreedr.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest, Jens Nielsen, as they talk about how he grows a team on early-on stages, the three levels of 'why,' and his wake-up call to real estate investing at 47. Here, Jens shares how impactful coaching has been in his professional life and how it proves the big deal in genuine connections with people. For Jens, getting stuff done is not the problem; it's getting the right stuff done. Apparently, busy is not always what's productive.

In this episode you will learn:

  • Jens Nielsen – "I got my education, great career in I.T., and paid my 401(k)… I didn't want to do that for another 20 years!"
  • How do you find the mentor that's right for you?
  • The Three (3) Levels of Why.
  • In what ways do you form your early-stage team?
  • When you see the impact coaching gives you, you want to do it for others too.

About Jens Nielsen:

Jens Nielsen is the principal of Open Doors Capital and a full-time real estate investor. He has raised millions for apartment syndications and is a general partner in over 1,100 apartment units around the country valued at over $50M.

Jens is also a Certified High-Performance Coach and has coached many new and experienced real estate investors to succeed in the business through accountability, personal growth, and consulting.

A long career in the I.T. field has provided Jens with the skills to implement systems and technologies to help his team succeed in the investment business.

Connect with Jens Nielsen on:

Website: https://opendoorscapital.com/

LinkedIn: https://www.linkedin.com/in/jens-nielsen-multi-family-real-estate-coach/

Email: info@opendoorscapital.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson in this special episode that gives us the different highlights from guests Tim Lyons, Travis Watts, Bailey Kramer, Gino Barbaro, and Billy Keels about what you need to equip yourself with when getting into real estate. This episode is a real gem for every investor that wants to get started with real estate. Find out why your 'why' is core, why it’s critical to know yourself as an investor, how you can go from education to action, why you need to work hard, smart, and with passion, and the four elements to pre-investing that can get you the most ROS if you're a long-distance investor.

In this episode you will learn:

  • Tim Lyons – on how your 'why' is your clarity.
  • Travis Watts – first, know what you want as an investor!
  • Bailey Kramer – learn from books, then from people.
  • Gino Barbaro – what can you bring to the table?
  • Billy Keels – your team will make or break you.

Connect with Tim Lyons

Website: https://citysidecap.com/

Facebook: https://www.facebook.com/tim.lyons.712/

LinkedIn: https://www.linkedin.com/in/tim-lyons-cityside-capital/

Connect with Travis Watts

Website: https://ashcroftcapital.com/

LinkedIn: https://www.linkedin.com/in/traviswatts1234

Instagram: https://www.instagram.com/passiveinvestortips/?hl=en

Facebook: https://www.facebook.com/passiveinvestortips/

BiggerPockets: https://www.biggerpockets.com/member-blogs/12418-the-syndication-investor-blog/blog_posts

Connect with Bailey Kramer

Website: https://www.baileykramer.com/

Instagram: https://www.instagram.com/the_bailey_kramer

Connect with Gino Barbaro

Website: https://jakeandgino.com/

Instagram: https://www.instagram.com/jakeandgino/?hl=en

Connect with Billy Keels

Website: http://keeponcashflow.com/

7 Mistakes to Avoid When Investing Long Distance:

http://billykeels.com/7mistakes

If you want a FREE strategy session, check out:

https://go.oncehub.com/keeponcashflowsession

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest, Aryeh Sheinbein, as they talk about 401(k) and IRA Rollovers, why emotions matter in investors, and the reason why he's called the go-to guy for investment advice. When people point out why investing is difficult, usually, it's because there's nothing to invest with.But for Aryeh, with Parkinson's Law, budgeting smart can be anyone's jumpstart to investing.

In this episode you will learn:

  • All my employers invested in real estate or stocks…
  • How do you align investors with the strategies that fit them best?
  • Aryeh Sheinbein – on the role human psychology plays in investing
  • When investing, time is your biggest lever
  • The possibilities after a 401(k) and IRA Rollover

About Aryeh Sheinbein:

Aryeh Sheinbein is a finance professional with broad practical, operational, and investment experience in credit hedge funds, private equity businesses, and Business Development Companies. His operations and investment experience include bonds, bank debt, structured products, equities, private equity, forwards, convertibles, direct lending, trade claims, and derivative instruments.

Aryeh carries extensive experience managing large complex projects and teams, with concentrated experience with valuation and business operations, as well as investor services and accounting.

Connect with Aryeh Sheinbein on:

Website: https://solutionadvisory.com/

LinkedIn: https://www.linkedin.com/in/aryehsheinbein

Podcast: https://insidethelionsdenpodcast.com/

Instagram: https://www.instagram.com/aryehthebusinessman/?hl=en

Twitter: https://twitter.com/aryehsheinbein?lang=en

Email: aryeh@resultsdrivenadvisory.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest, Anthony Vicino, as they talk about the question that made him explore real estate, how he learned to love entrepreneurship through writing books, and the reason why it's critical to figure out your weaknesses with objectivity. When passive investors tackle a deal, usually, they go head-on with the technicalities. Anthony thinks this is wrong. For him, the difference between a million-dollar idea and a million-dollars is the million-dollar execution.

In this episode you will learn:

  • Anthony Vicino – on writing books and discovering the love for entrepreneurship
  • When you're taking people's money, the education that backs you is critical!
  • With active investing, you have to be okay with the difficulties.
  • That which you seek is also seeking you
  • What should passive investors worry about first when going into a deal?

About Anthony Vicino:

Anthony Vicino is a serial entrepreneur who has helped build multiple multi-million dollar companies from the ground up by creating efficient systems that scale, utilizing value-based content marketing strategies, and always focusing on providing exceptional end-user experiences.

He is a Best-Selling Author, Investor, and Small Business Owner who successfully managed his own personal portfolio of multifamily assets spread across the country before joining forces with Dan Krueger in 2019 to create Invictus Capital.

Together, Anthony and Dan are driven to help people achieve financial security by providing solid multifamily-based investment opportunities in an environment of trust, transparency, and clarity.

Connect with Anthony Vicino on:

Website: https://invictusmultifamily.com/

http://anthonyvicino.com/

LinkedIn: https://www.linkedin.com/in/anthonyvicino/

Instagram: https://www.instagram.com/anthony_vicino1/

Facebook: https://www.facebook.com/anthony.vicino

YouTube: https://www.youtube.com/channel/UCkxcOhsIbBqyrYVZdXg5aUg

Watch out for the book Passive Investing Made Simple

by Anthony Vicino and Dan Krueger on:

https://thepassiveinvestingbook.com/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson with their guest Logan Freeman as they talk about the oldest form of leverage, why people invest in the jockey—and not the horse, and the most important lesson he was able to apply during the pandemic from Grant Cardone. Adversity brings the opportunity; if there's one big takeaway from Logan's life and experience—its' that.

In this episode you will learn:

  • If you make good decisions, they compound on top of each other
  • Good mentors show you your turning points
  • Logan Freeman – on magnitude in multitude
  • When everyone's left, you have to go right
  • Will more investors give attention to private placements going forward?

About Logan Freeman:

Logan Freeman is key principal, co-founder, and Chief Development Officer of FTW Investments. Mr. Freeman oversees the company's acquisitions and investment strategies. He also personally selects all key investment markets and asset classes to meet the goals of investors.

Mr. Freeman brings to the company over six years of real estate investing experience. Prior to FTW Investments, Mr. Freeman was the Director of Acquisitions for a fund where he originated the concept, developed the operating plan, and created the company's products worth over $50M. He also acquired over 225 doors in a little over a year and completed a portfolio refinance, returning all of the investor's capital and maintaining positive cash flow.

Prior to working with the real estate investment group, Mr. Freeman worked as a director of sales for Service Management Group. This position involved working with a startup, medium-sized service, and consulting companies in and around Kansas City.

Before his entrepreneurial activities, Logan was an All-American collegiate football athlete at the University of Central Missouri, where he graduated in 2013. After his final season in college, he was picked up as an undrafted free agent by the Oakland Raiders.

Connect with Logan Freeman on:

Website: https://ftwinvestmentsllc.com/ LinkedIn: https://www.linkedin.com/in/livefreeinvestments Instagram: https://www.instagram.com/livefreeinvestments/?hl=en

Connect with Two Smart Assets on:

Join us on August 9th in Conifer, CO as we tour a great self-storage facility. Meet and speak with one of the best self-storage operators in the business and see how they accomplish a storage expansion in the mountains. Whether you live in the area or just want to come visit us, you can find the RSVP here (https://fb.me/e/dUMQtHM0K) or just reach out to us directly on our website or through social media Can't wait to see you there!

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson with their guest Lisa Hylton as they talk about how to build a passive income through tax-efficient real estate investment, how her 1st investment performed in the face of COVID, and how passive and active investors can make use of the Fund to Funds Model. When she was in college, Lisa lost her father to a brain tumor. But despite the hardships, they were able to take care of the family because of her father's multi-unit apartments as a contractor that they run up until now. Her father's legacy instilled in Lisa a seed of investing that she has nourished and grown today.

In this episode you will learn:

  • Lisa's father being a contractor, allowed what for their family?
  • How the 1st investment weathered the pandemic in a strong Atlanta area.
  • What is the Fund to Funds Model?
  • The Fund to Funds Model: Pros and Cons for Investors.
  • Should passive investors adjust their due diligence process when using the FTF Model?

About Lisa Hylton:

Despite growing up around real estate, Lisa didn't fully understand the value of investing in real estate until her last position working as a controller on private equity real estate funds. The experience ignited her desire to invest in real estate, and she discovered real estate syndications in 2019.

After investing passively in 4 private real estate investments as a passive investor and one private real estate investment as a general partner, Lisa was inspired and motivated to build a business that could provide opportunities to non-institutional investors to invest in private commercial real estate opportunities.

Fast forward 2 years, a combination of passive investing and strategically saving has enabled Lisa to gift herself the time to focus on building a business that allows her to work with dream clients, successful but busy entrepreneurs, and business owners who are looking for a partner to invest in real estate with.

Join us on August 9th in Conifer, CO as we tour a great self-storage facility. Meet and speak with one of the best self-storage operators in the business and see how they accomplish a storage expansion in the mountains. Whether you live in the area or just want to come visit us, you can find the RSVP here (https://fb.me/e/dUMQtHM0K) or just reach out to us directly on our website or through social media Can't wait to see you there!

Connect with Lisa Hylton on:

Website: www.lisahylton.com

LinkedIn: https://www.linkedin.com/in/lisa-hylton-0b992815/

Facebook: https://www.facebook.com/groups/787834775013292/

https://www.facebook.com/lisa.hylton.92

Instagram: https://www.instagram.com/theleveluprei/?hl=en

https://www.instagram.com/lisahyl/?hl=en

Twitter: https://twitter.com/LisaHylton16

Check out her Passive Investing Made Easy video and blog series and Investing Passively in the US video and blog series at www.lisahylton.com and on her Youtube page called Lisa Hylton.

The Beginner's Guide to Investing In Real Estate Syndications EBook: www.lisahylton.com/ebook

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

Join us August 9th in Conifer, CO as we tour a great self-storage facility. Meet and speak with one of the best self storage operators in the business and see how they accomplish a storage expansion in the mountains.

Whether you live in the area or just want to come visit us, you can find the RSVP here (https://fb.me/e/dUMQtHM0K) or just reach out to us directly on our website or through social media

Cant wait to see you there!

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson with their guest, Jilliene Helman of RealtyMogul, as they talk about the effects and opportunities brought by the pandemic to the industry of real estate. The 2nd quarter of 2020 became the great pause in operations for RealtyMogul; surprisingly, came the 1st quarter of 2021, the company started picking up and has now never been busier than before. In this episode, tune in as Jilliene sheds light on the inevitable speed bumps of the current economy, the contrasting outcomes of the pandemic in different places, and the issue with resuming office work and maintaining remote workforces.

In this episode you will learn:

  • The great pause in the Q2 of 2020 for RealtyMogul
  • On always taking a long-term approach when investing or working with investors
  • The pandemic affected different places differently
  • What does the migration trend, accelerated by the pandemic, mean to investors?
  • Repurposing and mixed-using of space are happening

About Jilliene Helman:

Jilliene Helman is the Chief Executive Officer of RealtyMogul and its wholly-owned subsidiaries, RM Manager, RealtyMogul Commercial Capital, RM Adviser, RM Technologies, and RM Communities. She has been involved in investments with property values over $3 billion, including over 15,000 apartment units, and is a pioneer in real estate crowdfunding.

Connect with Jilliene Helman on:

Website: https://www.realtymogul.com/

Facebook: https://www.facebook.com/RealtyMogul/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

Join us August 9th in Conifer, CO as we tour a great self-storage facility. Meet and speak with one of the best self storage operators in the business and see how they accomplish a storage expansion in the mountains.

Whether you live in the area or just want to come visit us, you can find the RSVP here (https://fb.me/e/dUMQtHM0K) or just reach out to us directly on our website or through social media

Cant wait to see you there!

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson, with their guest Jeff Anzalone, as they talk about debt reduction and how a doctor can balance his time and energy with real estate investing. As the founder of www.debtfreedr.com, Dr. Jeff talks about how doctors, and people in general, can get out of debt with basic investing. For him, when reducing debt, a game of psychology becomes a big component. In this episode, listen as Dr. Jeff Anzalone shares more about DebtFreeDr., how investing doctors can keep burnout away, and how he got rid of a debt he thought would last him 10 years to pay in only under 7 years.

In this episode you will learn:

  • The story behind the doctor-real estate investor
  • Applying Dave Ramsey's Principles: Starting with the smallest debt
  • Instead of assessing only your wins, ask: "Where did I fail?"
  • The pain points of doctors that passive investing can help address
  • How can a doctor find the time and energy to juggle real estate?

About Dr. Jeff Anzalone:

Dr. Jeff Anzalone is a periodontist in Louisiana. A few short years ago, he started to worry about his family's financial future. As a solo practitioner, he thought about how if something happened to him, no other income would be coming in. He asked, “What if I became injured? Became disabled? What if burnout started to set in?”.

These concerns made Dr. Jeff take a hard look at his financial future and realized that something needed to be done. Most doctors have only one source of income, their earned income from working and that includes Dr. Jeff. Now he's learned how to build multiple passive income streams so that slowly but surely, he's replacing his active income each year.

One day, Dr. Jeff looked up and realized that he was keeping all of this newfound information to himself, whereas most of it had been given to him in some form or fashion. This sparked him to start his blog to share the word to other doctors and high-income earners that you can truly stop trading time for money and start living your life on your own terms.

Connect with Dr. Jeff Anzalone on:

Website: https://www.debtfreedr.com/

Free guide: https://www.debtfreedr.com/doctors-passive-income-guide/

Email: jeff@debtfreedr.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson, with their guest Billy Keels, as they talk about how he makes it all work as a real estate investor in the US all the way from Europe. After reading, or should we say devouring, the world-famous purple book on investing, Billy was surprised by the possibilities of his money working for him. As a long-distance real estate investor, it'd be the team for Billy if anything is his make or break. In this episode, Billy shares the possibilities that passive investing allows investors and the four elements to make long-distance real estate investing more successful.

In this episode you will learn:

  • Not seeing myself in a nine-to-five life after traveling to 58 countries for work.
  • The Purple Book: What can I do to actually have control over my financial life?
  • On making the first long-distance investment happen.
  • The four elements that fasten your ROS (Return on Sleep).
  • What possibilities does passive investing open?

About Billy Keels:

Before becoming a real estate entrepreneur, KeePon Cashflow's founder Billy Keels worked in the corporate world. During his corporate career, Billy put his leadership and relationship-building skills to good use to help clients get to the root of issues that were holding them back from full success. Billy earned his stripes as a true problem-solver, a skill he carried into his new entrepreneurial life.

What made him popular with employers who sent him across the globe to meet with Fortune 500-level clients is the same thing that makes him popular with investors, buyers, and sellers in real estate today… his skills in coming up with real solutions that work in the real world for real people!

Billy says that he was happy enough in his J.O.B., but something was missing. An emptiness and longing for a different life chewed on him, pulling him to what he knew he wanted to do more than anything else. So he took steps and kept on the path to his goals. KeePon Cashflow is the result of his efforts.

Today Billy is an international real estate entrepreneur, problem-solver, author, coach, and mentor. He sees opportunities where others often don't in real estate.

Connect with Billy Keels on:

Website: http://keeponcashflow.com/

LinkedIn: https://www.linkedin.com/in/billykeels/?originalSubdomain=es

Podcast: http://keeponcashflow.com/the-going-long-podcast-is-live/

7 Mistakes to Avoid When Investing Long Distance:

http://billykeels.com/7mistakes

If you want a FREE strategy session:

https://go.oncehub.com/keeponcashflowsession

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson with their guest, Mike Morawski, as they talk about success, losses, and redemption in the real estate business. He also talks about his book that teaches real estate investors about the vital part of a deal no one talks about. If there is one word to describe Mike, it would be tenacious. In this episode, Mike shares his experience selling 78 houses in his first 9 months into real estate; all by relentlessly following fundamentals, basic techniques, and mastered repetition. As the author of the book Exit Plan – Mike also elaborates in this episode what one should learn to do in a deal's highest point of profit.

In this episode you will learn:

  • On house hacking before it was cool
  • Real Estate Saying: "It's either they listed with me, or they're dead."
  • From going to prison to redeeming my success
  • The book 'Exit Plan' – "Nobody teaches us about exiting deals."
  • How can investors put exit strategies into play?

About Mike Morawski:

Michael "Mike" Morawski is a 30+ year real estate investment veteran. He has controlled over $285,000,000 in real estate transactions. Mike is an entrepreneur, author, real estate trainer, public speaker, and personal coach with strong personal resilience and a deep desire to help others live an extraordinary life. He has coached hundreds of real estate investors to fulfill their dreams.

Michael began as a general contractor in the Northwest Suburbs of Chicago with $5 mm in annual revenue. He sold his company and then took some time off to decide what to do next. Michael entered the real estate industry as a sales agent building a team of agents and support staff that produced over $20 mm per year in sales production.

In 2005, Michael started a private equity firm, raising $18 mm in private equity and acquired $60 mm in multi-family apartments, including 4,000 units in five different US markets. As part of the company's growth, Mike built and developed a property management division that managed 7,500 units.

Mike has always believed that transparency and honesty are central to any successful business and personal life. As a result of the 2008 world economic crisis, Mike let his guard down and let his transparency slip. The impact that had on his company and its real estate holdings left him scrambling to protect the company and its investors.

Connect with Mike Morawski on:

Website: https://mycoreintentions.com/ LinkedIn: https://www.linkedin.com/in/michael-morawski Facebook: https://www.facebook.com/mycoreintentions

Don't miss out on Mike's Free e-Book Now:

https://mycoreintentions.com/Exitplan

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson with their guest Tim Kelly, the VP of Education and Co-Owner of Active Duty Passive Income. In this episode, he talks about the most compelling asset class, his experience with mismanagement, and the reason why anyone should be a junkie for personal and professional development – like he is. As investors, it's good to hear a fellow open up about the hiccups he's gone through and got past with an investment as Tim shares with us a time where they had nothing yet to give back to partners but Local Alabama Honey. Because he is also an educator, Tim explains why there's always something to learn from the habits of the most successful. He believes that by applying small changes daily, the littlest learnable things can elevate an individual's value personally and professionally.

In this episode you will learn:

  • On gaining momentum and learning the pattern of real estate.
  • Why is it important to be transparent and upfront with your investors?
  • Becoming VP of Education and Co-Owner of ADPI.
  • What the most successful people understand in life.
  • "It's all about your daily habits!"

About Tim Kelly:

Tim is a Real Estate Investor & Educator, a Best-Selling Author, Speaker, and recently separated from the US Navy as a Chief Petty Officer after 15 years of service.

As VP of Education & Co-Owner on the incredible platform, Active Duty Passive Income (ADPI), Tim is helping active, veteran, reserve, and other military-affiliated personnel realize their financial freedom goals through real estate investing.

Tim has been investing in real estate since 2011 where he purchased his first single-family residence with the intention of forcing appreciation and flipping for a profit. That was also his first "house-hack," where he quickly learned the benefits of long-term buy and held real estate were much more aligned with his goals.

Through analyzing hundreds of multifamily properties, Tim has built an incredible network of real estate professionals, owns, controls, or has directly been involved in over 1,000 income-producing units, and looks forward to acquiring 5,000 multifamily units within the next three years.

Tim is now a Senior Managing Partner of both Kelly Housing Group and ADPI Capital, where he and his partners invest in and syndicate multifamily property in the affordable and workforce housing spaces with a focus on apartment communities, mobile home communities, and storage facilities.

Connect with Tim Kelly on:

Website: http://thetimothykelly.com/ https://www.activedutypassiveincome.com LinkedIn: http://www.linkedin.com/in/thetimothykelly/ Facebook: https://www.facebook.com/thetimothykelly Instagram: https://www.instagram.com/thetimothykelly/?hl=en

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson with their guest Gino Barbaro, of Jake and Gino, as he talks about his transition to financial freedom, how mindset differentiates the winners, and the famous three-step framework that sets any investor up better for their success in real estate. As someone who's changed his own circumstances – for Gino, it doesn't have to take forever for anyone. One just needs to be ready to take accountability anytime. In this episode, Gino explains the contribution of mentorship and self-education in his journey to financial intelligence. In a society where schools don't teach you the skills you need to reach financial freedom, Gino believes it's all going to boil down to an individual's mindset.

In this episode you will learn:

  • It's not: "you attract what you want."
  • On income over expenses, and making a budget now.
  • The three-step framework and the three pillars of real estate.
  • Mindset: What is your goal? How do you stick with it?
  • Debt is what's putting you in slavery!

About Gino Barbaro:

Gino Barbaro is an investor, business owner, author, and entrepreneur. He is the best-selling author of two books, Wheelbarrow Profits and Family, Food and the Friars. He graduated from IPEC (Institute for Professional Excellence in Coaching), where he earned his designation as a Certified Professional Coach.

Connect with Gino Barbaro on:

Website: https://jakeandgino.com/

Join us in Multifamily Mastery 4 below:

https://jakeandgino.com/mm4/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson with their guest Bailey Kramer as he talks about creative financing, networking, and the journey of starting real estate at the early age of 19. In this episode, Bailey explains how books, podcasts, and linking with other people ultimately helped him take the leap from educating himself to executing the knowledge he's garnered. As you tune in further, listen as he reveals how he's seen creative financing strategies work with properties costing from $68,000 to $800,000, as someone who's used seller financing himself.

In this episode you will learn:

  • The purple book that kicks it off.
  • Is networking everything?
  • Creative Financing Strategies: Seller Financing and Subject to Mortgage.
  • On creative financing over traditional financing.
  • There's a lot in real estate that you can do.

About Bailey Kramer:

Bailey is a real estate investor, entrepreneur & podcast host based in sunny Orlando, Florida! Bailey uncovered his passion for real estate investing when he was 19 years old after reading Rich Dad Poor Dad in his college dorm. Since then, Bailey has focused on acquiring properties, all using creative financing strategies.

Bailey also co-founded an off-market-real estate lead generation company that serves investors across the nation, called Property Dogs. In his free time, Bailey enjoys traveling, playing sports & eating delicious food.

Connect with Bailey Kramer on:

Website: https://baileykramer.com/ Instagram: https://www.instagram.com/the_bailey_kramer/

Facebook: https://www.facebook.com/bailey.kramer.9

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Paul Moore of Wellings Capital as they speak on the importance of visualizing an asset's intrinsic value, the mom-and-pop strategy, and how newcomers can compete in a highly voracious market of passive investors. In his years of experience, Paul finds that most people lean on the idea – the safest assets are the core assets. In this episode, listen as Paul explains why he doesn't believe in the concept and how he takes inspiration from Michelangelo's treatment of marble works as an operator.

In this episode you will learn:

  • The difference between speculating and investing.
  • Look closely at the margin of safety!
  • What can operators learn from Michelangelo?
  • Get linked to an operator with a great team and track record.
  • An asset type with a shrinking supply and an increasing demand.

About Paul Moore:

Paul Moore is the Founder and Managing Partner of Wellings Capital. After graduating with an engineering degree and then an MBA from Ohio State, Paul entered the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They scaled and sold the company to a publicly-traded firm five years later.

After a brief "retirement," Paul began investing in real estate in 2000 to protect and grow his own wealth.

He completed over 85 real estate investments and exits, appeared on HGTV's House Hunters, rehabbed and managed dozens of rental properties, and developed a subdivision. After completing three successful real estate developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, Paul narrowed his focus to commercial real estate in 2010.

Paul is married with four children and lives in Central Virginia.

Connect with Paul Moore on:

Website: https://www.wellingscapital.com/

Twitter: https://twitter.com/paulmooreinvest/

The Perfect Investment - Create Enduring Wealth from the Historic Shift to Multifamily Housing, Book by Paul Moore:

https://www.amazon.com/Perfect-Investment-Enduring-Historic-Multifamily

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guests, Chris and Ashton Levarek of Valkere Investment Group, as they talk about the process systems and technology they use and how they leverage human resources to achieve passive investing success. In this episode, Chris and Ashton explain how partnerships help you achieve more with everyone in real estate. For Ashton, having the right people around shows why you don't need to know everything – you just need to know who to talk to. When talking about accountability, Chris believes, "when someone's accountable for everything, things don't get done very well."

In this episode you will learn:

  • Everything about real estate makes sense.
  • Accelerate by leveraging relationships and partnerships.
  • The need for a clear role accountable for a clear delivery.
  • On breaking down the significant chunks of handling a deal.
  • What is passive investing about and isn't about?

About Chris and Ashton Levarek:

Ashton is the Sales & Marketing Manager for Valkere Investment Group. He coordinates the development of new/existing partner relationships and provides innovative methods to improve brand awareness. Ashton works with the Operations team to streamline existing investment opportunities and grow partner relationships.

He is also active in the discovery and development of new opportunities across multiple markets with partners.

Chris is the Operations Manager for Valkere Investment Group. He coordinates the management of the company, technical infrastructure, and ongoing daily operations needed to support the business. Chris is accountable for the development/management of the Valkere Team and implementing company systems to improve business efficiency.

He works in tandem with the Marketing and Sales Team to develop new/existing partner relationships and define/discover new investment opportunities.

Connect with Chris and Ashton Levarek on:

Website: https://www.valkeregroup.com/

LinkedIn: https://www.linkedin.com/company/37253519/

https://www.linkedin.com/in/christopher-levarek/

https://www.linkedin.com/in/ashton-levarek-ba03b4161/

Facebook: https://www.facebook.com/valkereinvestmentgroup

Instagram: https://www.instagram.com/valkereinvestmentgroup/

YouTube: https://www.youtube.com/channel/UCFFfs4Hpgft57w9lV4fnVgQ

Email: investments@valkeregroup.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Jason Yarusi as they talk about multifamily investing, the importance of understanding small steps, and building a winning mindset. Jason is a runner and once was able to accomplish a hundred miles successfully. From that incredible experience, he explains how it's so easy for the brain to shut down on an intimidating goal and seek comfort. In this episode, he shares how that thinking can be countered by tackling goals through small and actionable steps. As someone who believes in building upon routines, Jason shows how winning narratives and such a mindset can benefit entrepreneurs.

In this episode you will learn:

  • Running hundreds and hundreds of miles: On actionable steps and mental endurance.
  • What running teaches us about reaching entrepreneurial goals.
  • Focusing on the negative 1% is easy.
  • The things you can and cannot control.
  • Create your narrative of wins and feel the accomplishments.

About Jason Yarusi:

Jason is an active real estate syndicator and real estate investor together with his wife, Pili Yarusi. In 2016 they founded Yarusi Holdings, a multifamily investment firm. They are general partners on over 800 units with 450 units under management. The firm repositions properties through operational efficiencies, moderate to extensive renovations, and complete rebranding.

He and his wife are also the hosts of Multifamily Live Podcast and The Jason and Pili Project on Youtube, a project to serve those looking to lead a fit and rich life.

Jason and Pili are founders of the Tennessee, Kentucky, and New Jersey Multifamily Foundation Club, with over 2,200 members focus on real estate syndication and multifamily investing.

Jason has started and exited multiple businesses in the past 15 years, and the family construction business has a niche industry position in raising and moving structures. The company has elevated over 2,000 homes in the last 7 years alone.

Connect with Jason Yarusi on:

Website: https://www.yarusiholdings.com/website

Jason's IG: https://www.instagram.com/jasonyarusi/

Pili's IG: https://www.instagram.com/piliyarusi/

Get your ticket for the Multifamily Live Real Estate Investing Conference: https://multifamilyliveevent.com/mf2021

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson with their guest Adam Stern as they speak of everything about off-market deals and renting homes over owning homes. Due to what happened in 2008, Adam discovered the turmoil that the decline of rates for selling homes can create for homeowners. As a result, paying for rent compared to paying a mortgage becomes more of the wiser option for most. In this episode, listen as Adam expounds on what he thinks the biggest asset for anyone in real estate is and the indicators that shape the demand for renting homes.

In this episode you will learn:

  • How Build-for-Rent is done.
  • What drives people to rent instead of buying homes?
  • The indicators of a substantial market for build-for-rents.
  • How does your network work in your favor?
  • The factors that on-market and off-market deals depend on.

About Adam Stern:

Adam Stern is a leading expert on the Build-for-Rent market providing guidance on go-to-market strategies for regional builders and land/lot developers intent on expanding their transaction volume and revenue by servicing the ever-increasing demand for Single Family Rentals (SFR), particularly from institutional investors that own and operate rental homes in the US.

Adam is also an authority on the acquisition and disposition of SFR portfolios nationwide. He has helped facilitate SFR transactions totaling hundreds of millions in volume and was one of the earliest to recognize that portfolios of stabilized Single-Family Rentals were a product that deserved a specialized service and built a robust network of owners and buyers active in the space.

Co-founded OwnAmerica, a marketplace for single-family rental property portfolios that was acquired by Renter's Warehouse in late 2018. Later founded Strata SFR, a boutique brokerage focusing on Build-For-Rent SFR opportunities across the US.

Connect with Adam Stern on:

Website: https://stratasfr.com/

LinkedIn: https://www.linkedin.com/in/adamstern00/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Steven Pesavento as they talk about passive investing and the different principles that have brought him, and will bring you, to success. At a young age, Steven grew up learning that life was constantly changing. In this episode, listen as he explains how that belief carried on until he became professional and successful in his league. He has firmly proven that by changing what we think, we can directly impact what we do and what ends up showing to the rest of the world.

In this episode you will learn:

  • Lots of money, no satisfaction.
  • Be very clear on what you want.
  • View your challenges as opportunities.
  • The difference between a mentor and a coach.
  • Where real change happens…

About Steven Pesavento:

Steven is from a small town in Minnesota. He wanted to be two things growing up: A Chef like Emerald Lugosi or renovate houses like Bob Villa. He graduated from St. Johns University in 2011 and took his first real job in Management Consulting. It was a great way to start, but there was no passion for it. Steven doubled his salary with every new job but realized that chasing money wasn't the key to happiness.

After many industries and a few businesses later, he had to get back to the core desires: What do I want in my life? Real estate was a topic that kept surfacing. So he took the leap. He listened to every podcast, book, mentor, and speaker he could find. He needed to learn everything he could as fast as he could. Two years after starting, Steven bought and sold 200 properties in two states.

He renovated many of them and built a wonderful team, all working towards one mutual success. He has found a new mission in life: Help others live a better life every day, have fun, and make money.

Connect with Steven Pesavento on:

Website: https://theinvestormindset.com/

https://action.theinvestormindset.com/passive-investor-playbook

Linkedin: https://www.linkedin.com/in/stevenpesavento/

Instagram: https://www.instagram.com/steven.pesavento/ YouTube: https://www.youtube.com/channel/UCVIYpUX9XqauGNi0P1e6gtQ

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Susan Elliott of Flowstate Investing. They talk about what notes are, note investing, performing and non-performing notes, and how notes greatly diversify investing strategies. In this episode, Susan shares how her expertise with kayaking equipped her with skills she was able to transfer to real estate investing. Particularly with notes –a niche that has helped her team discretely provide impact and value to persons and families. Where buyers struggle to pay their mortgage, Flowstate Investing comes in to purchase notes, refinancing strategies, restructure payment plans, etc. For Susan, being a notes investor is almost like being a bank.

In this episode you will learn:

  • From river engineering to real estate note investing.
  • How my former role helped me with real estate – on skills and nature.
  • What is a note, and why note investing?
  • The pros and cons of note investing.
  • What to expect when investing in notes.

About Susan Elliott:

After a decade spent as an international whitewater kayak instructor, Susan discovered the hidden world of Performing and Non-Performing Notes and their incredible wealth-building potential. With Flow State Investing, she helps other investors get more time back and build passive cash flow to pursue their bucket list instead of the next rung in the career ladder.

Susan thrives on communicating intimidating and detailed plans to anyone. She accredits this skill to years working as an adventure guide as well as a River Restoration Engineer. From presenting a detailed financial model to leading a team down a remote river canyon, she seeks to connect with individuals in a way that helps them realize their own strengths.

Today, she helps connect investors with amplified returns through Note partnerships and investments so that they never have to become a landlord (a role she also currently plays and is strategizing her exit plan). Susan also co-manages a suite of Short Term Rental properties in the epic Columbia River Gorge.

Connect with Susan Elliott on:

Website: https://flowstateinvesting.com/

LinkedIn: https://www.linkedin.com/company/flow-state-investing/

Facebook: https://www.facebook.com/flowstateinvesting

https://www.facebook.com/smhollings

Instagram: https://www.instagram.com/flow.state.investing/

https://www.instagram.com/sheseeksflow/

Email: susan@flowstateinvesting.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson with their guest Adam Stern as they speak of everything about off-market deals and renting homes over owning homes. Due to what happened in 2008, Adam discovered the turmoil that the decline of rates for selling homes can create for homeowners. As a result, paying for rent compared to paying a mortgage becomes more of the wiser option for most. In this episode, listen as Adam expounds on what he thinks the biggest asset for anyone in real estate is and the indicators that shape the demand for renting homes.

In this episode you will learn:

  • How Build-for-Rent is done.
  • What drives people to rent instead of buying homes?
  • The indicators of a substantial market for build-for-rents.
  • How does your network work in your favor?
  • The factors that on-market and off-market deals depend on.

About Adam Stern:

Adam Stern is a leading expert on the Build-for-Rent market providing guidance on go-to-market strategies for regional builders and land/lot developers intent on expanding their transaction volume and revenue by servicing the ever-increasing demand for Single Family Rentals (SFR), particularly from institutional investors that own and operate rental homes in the US.

Adam is also an authority on the acquisition and disposition of SFR portfolios nationwide. He has helped facilitate SFR transactions totaling hundreds of millions in volume and was one of the earliest to recognize that portfolios of stabilized Single-Family Rentals were a product that deserved a specialized service and built a robust network of owners and buyers active in the space.

Co-founded OwnAmerica, a marketplace for single-family rental property portfolios that was acquired by Renter's Warehouse in late 2018. Later founded Strata SFR, a boutique brokerage focusing on Build-For-Rent SFR opportunities across the US.

Connect with Adam Stern on:

Website: https://stratasfr.com/

LinkedIn: https://www.linkedin.com/in/adamstern00/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson with their guest Arn Cenedella, the founder of Spark Investment Group, as they talk about the factors that make passive investing a robust venture and the experience of transitioning to multifamily investments. In this episode, Arn explains what the focus should be for those who are at the peak of their W2 careers. Arn's experiences taught him that a professional's time is a commodity that is as precious as money.

In this episode you will learn:

  • Entered investing and brokerage at twenty-two; on transitioning to multifamily.
  • What real estate investing has to give.
  • The level of diversification in passive investing.
  • Why you should consider passive investing aside from diversification.
  • There is no MLS for Passive Investing – if Zillow can't help you, what will?

About Arn Cenedella:

Arn Cenedella, the founder of Spark Investment Group, is a real estate expert with more than four decades of experience, including 35 years as a Realtor navigating the unique real estate landscape in Silicon Valley, CA. During that time, Arn invested in real estate ranging from single-family homes and fix-and-flips to land subdivisions and condominium conversions to commercial multifamily properties.

Through these experiences, he developed a passion for helping others achieve their financial freedom through investing in multifamily real estate syndications. Through Spark Investment Group, Arn is putting his decades of real estate expertise to work for his clients, helping them reach their goals and attain the lives they've always wanted to live.

Connect with Arn Cenedella on:

Website: https://www.investwithspark.com

Email: arn@investwithspark.com

Phone: 650-575-6114

LinkedIn: https://www.linkedin.com/company/spark-investment-group/

https://www.linkedin.com/in/arncenedella/

Facebook: https://www.facebook.com/investwithspark

https://www.facebook.com/arn.cenedella

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

View Details

Join Daniel Nickles and Chris Thompson with their guest Hendra Tambunan, the Co-Principal of Idea Box Capital, as they talk about the imperativeness of having a why, the three T's, and the fast-food experience in investing. In this episode, Hendra explains why investing in multifamily became all about relationships. He believes that in order for an aspiring investor to be empowered, one must invest in himself first.

In this episode you will learn:

  • How do you build the confidence to make transitions and major decisions?
  • Masterminds, networking, and why you need them.
  • Your investment is also your business – who is your customer, and how do you serve them?
  • The pitfalls you have to overcome.
  • What are the challenges of being an active syndicator?

About Hendra Tambunan:

With Fortune 50 management and Big 4 leadership experience under his belt, Hendra shifted his ambitions towards single-family investing into multifamily investment in late 2018. A decision that allowed him to access new opportunities and expand his financial interests. Currently, Hendra's portfolio includes more than 700 apartment units in Texas and Kentucky.

Connect with Hendra Tambunan on:

Website: https://www.ideaboxcapital.com/

Linkedin: https://www.linkedin.com/in/htambunan/

Facebook: https://www.facebook.com/hendrat

Instagram: https://www.instagram.com/hendrat/

Email: Hendra@IdeaBoxCapital.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Kaylee McMahon, the Founder of the Shevest App and The Apartment Queen, as they talk about tractions, proactivity, and the habits that weaken a woman's influence and image. In this episode, Kaylee shares how they're changing the face of multifamily by involving millions and millions of more women into the sector through education, opportunities, and leadership towards financial empowerment.

In this episode you will learn:

  • The 2020 deal flow and on creating quantifiable traction.
  • Focusing on acquisition and sticking to where it works.
  • On the potential repercussions of eviction moratoriums.
  • Behind forming one billion shevestors (female investors) by 2030.
  • Resources that unfetter potent investors – for women and the general.

About Kaylee McMahon:

Kaylee has purchased over 68.2 million in real estate as a General Partner and principal. She sold over 3 million dollars in residential real estate before transitioning into her current full-time syndication role. Originally from Portland, Oregon, host of InvestHER Dallas. She has started a podcast called #1 Leading Ladies, where she interviews kick-ass women who are disrupting their industry and the REAL story of how they got where they are. She is developing technology to help make it easy and convenient for women to learn how to make passive income through apartment investing.

The entire backbone of what gets Kaylee out of bed every day is her "why." This is something she will share when asked personally about it. Still, at a 30,000-foot view, it is to create independence and space for those experiencing codependency and toxic relationships, which hamper their ability to visualize and then manifest what their amazing reality truly could be. Her company culture models this why and is "changing the face of multifamily" to bring more women into the light as powerhouse operators, key principals, and commercial brokers.

Connect with Kaylee McMahon on:

Website: https://theapartmentqueen.com/

Linkedin: https://www.linkedin.com/in/kaylee-mcmahon-the-apartment-queen-tm-59440b69/

Facebook: https://www.facebook.com/rebykaylee/

YouTube: https://www.youtube.com/channel/UCw8xwTr-Z_F2PC3IWHNCZdA/videos?view=0&sort=dd&flow=grid

SheVest App: https://theapartmentqueen.com/shevest/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Jorge Abreu, the CEO of Elevate, as they talk about the approach to teaming up with the right people and the challenges in a due diligence process. In this episode, Jorge shares about his software-based due diligence process and the frame of questions you need to ask when doing due diligence. For Jorge, there is no going further with a deal if he can't pass getting comfortable with whoever is leading the investment.

In this episode you will learn:

  • The love for transforming properties.
  • "Traction taught me how to structure my team and my two companies."
  • Having a team that you know and know you is key.
  • The details in due diligence that passive investors shouldn't miss.
  • A syndicator's zero experience with downturns – is it a major factor?

About Jorge Abreu:

Jorge Abreu is the co-founder and CEO of Elevate. He manages the properties before and after we close, communicates with the property managers, and ensures everything is on track with the business plan. Jorge was born and raised in Miami, Florida, has a Bachelor's degree in Engineering. After college, he left corporate America and to begin a real estate career.

He teamed up with Eric Bodiwala and used his engineering background to complement Eric's marketing background built what is Elevate today. Jorge uses his engineering knowledge to manage all of the construction projects. With more than 12 years of real estate and construction experience, Jorge is second to none when it comes to evaluating and renovating properties.

Jorge currently has $125M of assets under management totaling 1720 units.

Connect with Jorge Abreu on:

Website: https://www.elevatecig.com/

Email: jorge@elevatecig.com

Linkedin: www.linkedin.com/company/elevate-cig/

www.linkedin.com/company/jntconstruction

www.linkedin.com/in/jorgelabreu/

Facebook: www.facebook.com/ElevateCIG/

www.facebook.com/JNTConstruct/

www.facebook.com/jorge.abreu

Instagram: www.instagram.com/elevatecig/

www.instagram.com/jorgemultifamily/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Bernard Reisz of ReSure Financial LLC as they talk about the misinformation on self-directed retirement accounts and the difference between traditional markets and retirement plan markets. In this episode, Bernard dispels the bad advice that people usually get from those who present themselves as advisors. For Bernard, products with unidentified cons are not worth the risk; he believes these concealed aspects of a product eventually come as an unfavorable surprise in an investment.

In this episode you will learn:

  • In the financial space, what you get is what you don't see.
  • Tax-sheltered entities and UDFIs.
  • What to know for those who lean towards self-directed retirement plans.
  • The misinformation that investors should be aware of.
  • ReSure – empowerment and education, not just selling.

About Bernard Reisz:

Bernard Reisz, a CPA with extensive experience in the alternative investment and finance industries, founded ReSure LLC and ReSure Financial Advisors LLC. With a background in financial and tax analysis for both institutional and personal investors, ReSure is positioned to serve all self-directed retirement account needs.

Connect with Bernard Reisz on:

Website: https://www.401kcheckbook.com/

LinkedIn: https://www.linkedin.com/in/bernard-reisz-cpa/

https://www.linkedin.com/company/resurefinancial/about/

Facebook: https://www.facebook.com/profile.php?id=100018434525079

https://www.facebook.com/ReSureFinancial/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Savannah Arroyo, The Networth Nurse, as she talks about a medical worker's experience on getting into active real estate investing. In this episode, Savannah shares the education she had to collect and the change they had to manage to make their first real estate project work. When setting foot into new ventures, for Savannah, it is essential to source your knowledge from not just one resource and to always have an extra set of eyes to serve as a guide.

In this episode you will learn:

  • Getting hooked by real estate while on maternity-leave and binging on YouTube.
  • The resources that help equip you for the target niche.
  • What can masterminds and mentors be to you? Why syndication?
  • When raising capital, get out there and be transparent - it's part of the business.
  • The story of the first deal that started everything.

About Savannah Arroyo:

Savannah is a full-time Registered Nurse in Los Angeles, California that helps manage multiple departments at a busy, Magnet-recognized hospital. She is also a Real Estate Investor that invests in primarily value-add multifamily syndications.

Willow Investment Group strives to do business with the highest level of real estate professionals. They seek out investment opportunities that provide the most optimal returns for investors. Willow Investment Group is transparent, trustworthy, and totally committed to making people's money work for them.

Connect with Savannah Arroyo on:

Website: https://thenetworthnurse.com/

Linktr.ee: https://linktr.ee/thenetworthnurse

Email: savannah@thenetworthnurse.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Francesca Apostolou of Niveau Properties as she talks about how a teacher became an accidental landlord. Francesca speaks from experience how she got her knock on real estate at an early age from how her parents ran things around the house. In this episode, she talks about landlord-friendly markets, due diligence, and takeaways from books she learned from the most. For Francesca, doing due-diligence on anything you do with your money and investment is always a must.

In this episode you will learn:

  • "My parents house hacked our basement."
  • On becoming accidental landlords.
  • What I learned from finding out who Rich Dad Poor Dad's accountant is.
  • The criteria for the right market and location to buy properties.
  • Advice to anyone entering passive investing.

About Francesca Apostolou:

Francesca Apostolou is a mom of two, a wife, a teacher, and a multifamily investor. She currently resides in Westchester County, NY with her family. Francesca and her husband have tried traditional Wall Street investing and quickly realized the Wall Street Casino was not the game they wanted to play. They discovered the power of real estate when they purchased their first home and rental property. Francesca loves spending time with family, the beach, hiking, and talking about anything real estate.

Connect with Francesca Apostolou on:

Facebook: https://www.facebook.com/niveauproperties/

https://www.facebook.com/profile.php?id=100010263522416

Linkedin: https://www.linkedin.com/in/francesca-apostolou-07a91619b/

Email: francesca@niveauproperties.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Scott Krone, the Founder of CODA Management, as they talk about the overall viability of self-storage properties. In this episode, Scott compares self-storage properties to multifamily properties on low cost and predictability, a point that's important for passive investors to note. For him, self-storages are dumbed down multifamily properties that are apartments without toilets and sinks. Find out what more Scott has to say about self-storage as you tune in with us in this episode.

In this episode you will learn:

  • From real estate development to self-storage projects.
  • What are the mechanics that determine a property's potential when scouting?
  • The effect of current events on the self-storage industry.
  • Other passive investments that are as viable as self-storage properties.
  • What makes self-storage viable and sustainable?

About Scott Krone:

Mr. Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology. While obtaining his degree, he also worked as a Project Manager for Optima, Inc.

During his time at Optima, Krone's responsibilities included such notable projects as the 400 unit Cormandel in Deerfield, IL, the 40 unit HedgeRow in Winnetka, IL, and the 51 unit Optima Center Wilmette in Wilmette, IL.

In 2012, Krone founded Coda Management Group – a firm that specializes in managing real estate assets. Since its inception, Coda has managed a wide range of real estate, including single and multifamily homes, retail, commercial warehouse, self-storage, and multi-use flex athletic spaces. Currently, the platform of investments is in excess of $54 million.

In 1998, Krone founded Coda, an award-winning Design + Build | Sustainability | Consulting firm. Since its inception, Coda has won numerous design/build awards, including the international Green GOOD Design Award in 2010, Best of Houzz 2014 and 2015, and Design Evanston Award.

Their work has been featured in notable publications as Dream Homes - Chicago, Midwest Luxury Homes, Crate & Barrel 2010 Best Catalogs, NBC TV Show Taste, and national ACE Hardware Commercials.

In addition, Krone has authored High-Performance Homes – Navigating the Green Road to Your Dream Home, a book for homeowners seeking to incorporate green technology into their homes.

Krone resides in Wilmette, IL, with his wife and three children.

Connect with Scott Krone on:

Website: https://www.codamg.com/

Linkedin: https://www.linkedin.com/in/scott-krone/

Facebook: https://www.facebook.com/CodaManagementGroup/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Brian Adams, the President and Founder of Excelsior Capital, as they speak about the value of understanding your demographics, the comeback of suburban offices, and the change in the relation between work culture and spaces. In this episode, Brian breaks down the specific components of demographics and how it stimulates growth for investments. For Brian, it is always about where the growth is growing. As you tune in, there will be so much more to hear from this episode, so make sure to stick with us.

In this episode you will learn:

  • The factor you need to pay attention to as an investor.
  • How investors break down and figure out their market.
  • On suburban offices and finding good returns.
  • Is remote work the same as working-from-home, and what comes with WFH?
  • A message to passive investors – a refresher.

About Brian Adams:

Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the firm's investor relations and capital markets arms. He has ten years of experience in real estate private equity.

Before forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010. He provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.

He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes, since May of 2008. Since May of 2017, he has served on the Investment Committee for Solidus LP; an early-stage venture capital firm focused on Healthcare and Technology investment opportunities.

From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next-generation family members in preparing the following generation the responsibility of being a steward of family wealth.

He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

Connect with Brian Adams on:

Website: https://www.excelsiorgp.com/

Linkedin: https://www.linkedin.com/in/brian-c-adams/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Cody Laughlin, a Managing Partner of Blue Oak Capital, as they speak about the opportunities in multifamily investing and the opportunities that you're better off not engaging. In this episode, Cody tells us a thing or two about shiny objects for investors and entrepreneurs and how some of these attractive ventures may prove to be distractions later on. For him, it's imperative to focus on where your skillset should be invested in the world of real estate. He believes that ones' success in real estate is 80% on the mindset. Catch all of those and other significant points from this episode as you tune in.

In this episode you will learn:

  • Studying about investments and beating the system.
  • Not all opportunities advance you to your end goal!
  • The importance of mindset and learning from everything – be it success or failure.
  • Why is multifamily needed, and what does the demand mean for investors?
  • The control in multifamily investments that you don't have in other ventures.

About Cody Laughlin:

Cody Laughlin is a real estate entrepreneur, podcaster, and meetup host with ten years of real estate investing experience. His focus is on acquiring cash flow producing real estate with a special focus on value-add, multifamily assets.

Cody is the founder of the "Prosperity Through Multifamily Real Estate Investing" podcast and the Space City Multifamily Meetup. He works alongside other investors through syndication to acquire multifamily assets and is currently invested in 128 units.

Connect with Cody Laughlin on:

Website: https://www.blueoakinvests.com

Linkedin: https://www.linkedin.com/in/cody-laughlin-35067660

Facebook: https://www.facebook.com/groups/southtexasmultifamilyandmore/

https://www.facebook.com/cody.laughlin.543

Instagram: https://www.instagram.com/blueoakcapital/?hl=en

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Ted Greene, the Investor Relations Manager of Spartan Investment Group. In this episode, Ted shares his expertise in investments and finance and the lessons that we can learn from the past's most significant economic hurdles. On investment portfolios, Ted states that while concentrated positions build wealth, diversified positions protect it. He has come to know that investors wake up and see the world differently every day in his experience. There will be a lot to learn as Ted goes in-depth in this episode, so make sure to tune in.

In this episode you will learn:

  • What is a good way to approach your process of due diligence?
  • The importance of position sizing.
  • Public companies and the 506(b) and 506(c) exemptions.
  • How to sense a deal that's going off track and the things to consider.
  • On how current events affect investment behavior.

About Ted Greene:

Ted Greene is a third-generation Seattleite who married his high school sweetheart. Ted and Melissa have two children attending the same High School, where they first met.

After graduating from Seattle Pacific University with a BA in Finance, Ted spent 24 years in the financial services industry as an investment advisor and Fiduciary.

Connect with Ted Greene on:

Website: https://spartan-investors.com

Linkedin: https://www.linkedin.com/in/spartan-investment-group-inc-a6062212a/

Facebook: https://www.facebook.com/spartaninvestmentgroup

YouTube: https://www.youtube.com/c/Spartanhomebuyers

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Shannon Robnett, CEO of Shannon Robnett Industries, as they discuss the vogue towards syndication and real estate in general. In this episode, Shannon explains how there isn’t a single asset class that gives the tax advantages and behaves in a manner like real estate does. The fact that there is always more people that have ten bucks than those with a million is one reason why syndication, for Shannon, is for everbody. Get to hear all of those and more as you tune in to the episode with us.

In this episode you will learn:

  • The habit of creating value for people.
  • What makes syndication great and why should you try it?
  • Stock Market vs. Real Estate Syndication.
  • The difference of being in control of your assets.
  • What it takes to be a realtor?

About Shannon Robnett:

Shannon has been in the real estate industry for over 40 years. He has been involved from start to finish on over $200,000,000 in construction projects covering the gamut from multi family, professional office buildings to City hall's, fire and police stations, schools, industrial and mini storage.

Shannon says that there is phenomenal growth in just building, filling, and selling a product. Shannon further explains that his operation is different than most because he is looking for syndication partners that are seeking tax-advantaged situations and his main clients are using IRAs to invest; not clients looking for small monthly cash flow investments.

Another reason Shannon is different is that the majority of the projects are ground up developments. Shannon and his team have streamlined the ground up process making it a much more lucrative product to invest in. His team also completely rehabs a building,from pipes, roof, window, paint,everything that will keep these rehab investments profitable for 10+ years.

Connect with Shannon Robnett on:

Website: https://www.shannonrobnett.com/

Facebook: https://www.facebook.com/shannonrobnettindustries

Twitter: https://twitter.com/Robnett01

Instagram: https://www.instagram.com/shannonrayrobnett/

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Yonah Weiss, as they introduce us to everything we need to hear about cost segregation. Yonah shares how his teaching background, together with his love for real estate, helped him continue his passion for teaching as he now helps people save money from taxes. In this episode, he breaks down the basics and the benefits of cost segregation in detail – an exciting niche of the diverse industry that is real estate. Yonah makes it sound easy and straight, so make sure to join us until the last minute of the episode because there will be a lot to learn.

In this episode you will learn:

  • Learning by being around people – not just by the books.
  • What is cost segregation?
  • Breaking down how cost segregation works.
  • Is cost segregation a process you can D-I-Y or not?
  • The components of property included in cost segregation.

About Yonah Weiss:

Ever since he was young, Yonah has been a teacher; his grandmother used to call it "the family business." The principle "If you know ABCs--teach ABCs" has always resonated with Yonah. It's what drove him to teach professionally for over a decade, and it's what continues to drive him to help people save tons of money on income tax or invest in real estate.

Yonah takes his passion for education into everything he does. He loves to learn and stay informed, but more importantly, shares that knowledge with others.

He has helped hundreds of real estate investors save Tens of Millions of Dollars in income tax through Cost Segregation with Madison SPECS and has been a guest on over 100 of the top real estate podcasts on the subject.

"It's not about how much you make; it's about how much you keep."

As host of the new podcast Weiss Advice, Yonah speaks to some of the best minds in Real Estate, Business and Beyond, to learn how anyone can succeed in life.

Connect with Yonah Weiss on:

Website: https://yonahweiss.com

Linkedin: https://www.linkedin.com/in/cost-segregation-yonah-weiss/

Instagram: https://www.instagram.com/yonahweiss/

Facebook: https://www.facebook.com/yonah.weiss.1/

Email: yweiss@madisonspecs.com

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Bruce Petersen "the Apartment Guy," as they discuss their takes on topics of syndication, work values, up to the perceptions of money. Honesty is one apparent quality we'll see from our guest as Bruce speaks straightforwardly about taking risks in ventures and on people. He believes that money makes an evil person more evil and a good person more capable of bettering others' lives. Every minute of this talk is indeed thought-provoking, so make sure to tune in with us all the way.

In this episode you will learn:

  • Before real estate: The experience of figuring out what will work for you.
  • Hiring and taking care of people that are smarter than you as a system.
  • Figure out what you're good and bad at; go for what gives you energy and not what takes it.
  • On taking chances and making a stand for the good of what matters to you.
  • What is money?

About Bruce Petersen:

Bruce began mentoring others in the syndication, acquisition, operation, and disposition of multiple apartment complexes in 2014. Bruce's passion is to provide investors with passive income streams by improving apartment complexes and creating communities residents love to call home.

The Apartment Guy℠, Bruce Petersen, is a serial syndicator of large multi-family properties throughout Central Texas ranging in size from 120 to 292. He was awarded the Austin Apartment Association's Independent Rental Owner of the Year for 2016 and the National Apartment Association's Independent Rental Owner of the Year for 2017.

Bruce targets stabilized properties where he can buy a cash-flowing asset and drive value through improved operations. He can do this by implementing his proven systems and deploying his experienced staff to replicate his business model across the new acquisitions.

Connect with Bruce Petersen on:

Website: https://apt-guy.com/

LinkedIn: https://www.linkedin.com/in/apt-guy

Facebook: https://www.facebook.com/theaptguy/

Instagram: https://www.instagram.com/apt.guy/

Connect with Two Smart Assets on:

Website:

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

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Join Daniel Nickles and Chris Thompson with their guests German and Oscar Buendia, the managing partners of Good Day Capital, as they talk about their journey on getting into real estate. German and Oscar shared how for them, mentorship and asking the real questions to the right people, themselves included, worked to achieve stability. From one of the guests, we hear that if we accomplish so much, we get to give back much more. There are many good points to take away from this episode, so tune in with us.

In this episode you will learn:

  • Their get-out-there mentality, mentorships, and lessons learned from a book jump-started their position in the real estate industry.
  • Go far with curiosity, perseverance, and by asking the right people the right questions.
  • Move to where stability is present.
  • On making strategies that can adapt to the field.
  • Get the knowledge you need and be honest with yourself, ask: "where am I lacking?"

About German and Oscar Buendia:

German is an 18-year USMC Gunnery sergeant (GySgt) soon to retire, and Oscar is a 10-year USAF Captain. Together they have acquired 20+ multifamily units worth $1.5 mil in assets and bring years of leadership and management experience to real estate investments.

Oscar has a Bachelor's degree in Communications from Kean University and an MBA from Liberty University.

They serve as Managing Partners of GoodDay Capital.

Connect with German and Oscar Buendia on:

Website: www.GoodDayCapital.com

Facebook: https://www.facebook.com/RealEstateInvestingBrothers/

Instagram: https://www.instagram.com/rei_brothers/

LinkedIn: https://www.linkedin.com/company/goodday-capital

https://www.linkedin.com/in/germanbuendia/

https://www.linkedin.com/in/oscarbuendia/

Email: info@GoodDayCapital.com

Real Estate Investing (REI) Brothers Podcast:

https://podcasts.apple.com/us/podcast/rei-brothers-financial-freedom-through-multifamily/id1499360352

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Gene Trowbridge, a founding partner of the Trowbridge Law Group LLP, as they talk about the crucial matters that every aspiring syndicator and passive investor needs to understand. We will hear from Gene's years of experience as he discusses securities law, syndication, and smart investing with concision and character. There definitely will be a lot to take away from this talk, so stick with us and don't miss a single minute of what Gene has to say.

In this episode you will learn:

  • Track record in commercial real estate, syndication, and on entering law school at forty-five.
  • Gene explains the difference between syndication and security.
  • What questions a passive investor needs to have answered before investing?
  • The different documents that investors will encounter.
  • A piece of advice for every rookie syndicator to digest.

About Gene Trowbridge:

Prior to becoming an attorney, he was a real estate syndicator. He developed numerous mini-storage facilities using money from private investors. In addition to his law practice, Gene is a pre-eminent educator in the world of real estate and syndication.

Gene has served as a senior CCIM instructor for a number of years, and he has written a comprehensive book on real estate syndication entitled: It's a Whole New Business, which has sold over 10,000 copies. Gene has conducted a number of highly regarded intensive workshops for real estate Syndicators, teaching them how to raise money from private investors legally.

His Ultimate Crowdfunding Workshops teach investors, both new and seasoned, how to structure their investment companies, how to split the money with investors, and how to legally solicit investors for private and Crowdfunding offerings.

Gene also has expertise in Tenant-In-Common or "TIC" offerings that allow investors to participate in 1031 exchanges and has written articles on this subject as well as numerous others on how to start and run a real estate syndication company.

Gene and his partners provide securities offering documents and advice for seeking to do Regulation D Rule 506 Offerings, Crowdfunding Offerings, Regulation A Offerings, and Public Offerings.

Connect with Gene Trowbridge on:

Website: https://trowbridgelawgroup.com/

Linkedin: https://www.linkedin.com/in/genetrowbridge

https://www.linkedin.com/company/trowbridge-law-group-llp?trk=public_profile_topcard-current-company

Email: gene@trowbridgelawgroup.com

Contact: 949-855-8399

Connect with Two Smart Assets on:

Website: https://twosmartassets.com/

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

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Join Daniel Nickles and Chris Thompson with their guest Rick Martin, the founder of Fortress Federation Investments, as they speak about passive income, syndication, investment underwriting, and more. In this episode, Rick shares his wisdom and insight as a real estate investor into how we can create passive wealth now - and for the future. There is a lot to hear and learn from this talk, so make sure you tune in.

In this episode you will learn:

  • Discovering the Solo 401(K): Where can I get the money?
  • What you want to make sure of when syndicating.
  • Horror stories and challenges of managing rental properties.
  • Red flags to be aware of when underwriting.
  • Is there an advantage to being at the bottom of the market?

About Rick Martin:

Rick has been investing in Real Estate since 1997 and has passively invested in over 1,100 units. Before commercial multifamily, he purchased several single-family rentals, flips, and small multifamily apartments.

He has successfully taken distressed, small multifamily apartments and repositioned them into well-performing assets. His real estate holdings have taken him through Seattle, Las Vegas, Los Angeles, Desert Hot Springs CA, Indianapolis, Columbus, Ohio, Jacksonville, Fl, Longview, and Dallas-Fort Worth, TX. He continues to explore other regions of the country, seeking population and job growth.

In addition to real estate, Mr. Martin has led a career in Entertainment and Commercial Advertising, filling clients' needs, including NBC, ABC, CBS, and ESPN. His clients also include Lions Gate Films, Columbia Pictures, Marvel Entertainment, Fox Sports, Discovery Networks, Apple, Nickelodeon, Chevy, V8, and FX Networks.

Connect with Rick Martin on:

Website: https://www.fortressfederation.com/

Blog: https://www.fortressfederation.com/blog

Email: info@fortressfederation.com

Linkedin: https://www.linkedin.com/in/rick-martin-b4b5218

Facebook: https://www.facebook.com/FortressFederation

https://www.facebook.com/rick.martin.14224094

YouTube: https://www.youtube.com/channel/UCmkVrNLhmw8X1vJWh5GWKyw

"The Comprehensive Quickstart Guide to Investing in Syndications" Ebook Download: https://www.fortressfederation.com/the-comprehensive-quick-start-guide-1

Connect with Two Smart Assets on:

Website:

Facebook: https://www.facebook.com/TwoSmartAssets/

Instagram: https://www.instagram.com/twosmartassets/

YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

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On today's episode of Two Smart Assets, host Chris Thompson welcomes Jeff Holst to the show. Jeff is a recovering attorney, real estate investor, author, coach, and co-host of the Old Fashioned Real Estate Show. Today, Jeff shares about his life story, why he’s known as the “guy who never has bad days,” and how COVID has impacted his business.

Find out more about Jeff Holst and his podcasts!

Contact Jeff: https://www.jeffreyholst.com/

Listen to the Last Life Ever Podcast: https://podcasts.apple.com/us/podcast/last-life-ever/id1508010726

Join the Last Life Ever Facebook Group: https://www.facebook.com/lastlifeever

Old Fashioned Real Estate website: https://oldfashionedrealestate.com/

Old Fashioned Real Estate Show YouTube: https://www.youtube.com/channel/UCBAvh4gJ492q4-6v-fYStzw

Connect with Two Smart Assets on Facebook: https://www.facebook.com/TwoSmartAssets/

Follow TSA on Instagram: https://www.instagram.com/twosmartassets/

Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Chris Thompson and Danny Nickles welcome Hunter Thompson to the show. Hunter is the Founder of Asym Capital, host of the Cashflow Connections Podcast, and the author of Raising Capital for Real Estate. Hunter shares about how he got into syndication-investing,  his latest raise of 5.4 million dollars in 30 days, and a special announcement!

Find out more about Hunter Thompson and his free upcoming summit!

Sign up for Hunter’s free summit: https://www.5millionin30days.com/free-ticket

Find out more about Hunter’s opportunities: https://asymcapital.com/

Listen to the Cash Flow Connections Podcast (highly recommended): https://cashflowconnections.com/

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, host Chris Thompson welcomes Austin Linney to the show. Austin is the host of the Construct Your Life podcast, a service-industry veteran and coach of entrepreneurs. Austin shares his inspirational story, how he’s overcome the challenges he’s faced, and the lessons he’s learned about how the mindset affects lifestyle and how to take actionable steps to change their mindset.

Find out more about Austin Linney and the Construct Your life Podcast!

Check out the Construct Your Life Podcast: https://constructyourlifepodcast.com/

Facebook: https://www.facebook.com/watch/ConstructYourLifePodcast/

Instagram: https://www.instagram.com/constructyourlifepodcast/

Reach out to Austin Linney and see how he can help you today!

Facebook: https://www.facebook.com/austin.linney

Instagram: https://www.instagram.com/austin_linney/

Phone number: 512-529-7515

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Lucas Miller to the show. Lucas is the Principal at Bannock Capital, a multifamily investor, Syndicator, and host of his own podcast Fear Free Passive Investing. He talks about how to surround yourself with the right people to level up your investing, effects he’s seeing from covid on real estate and how that will affect his planning moving forward.

Find out more about Lucas Miller and Bannock Capital:

Learn more about multifamily and invest with Lucas: https://www.bannockcapital.com/

Watch Fear Free Passive Investing on YouTube: https://www.youtube.com/channel/UCueSkoeJCkfQU9KGJc9Ilsg

Listen to the Fear Free Passive Investing Podcast: https://podcasts.apple.com/us/podcast/fear-free-passive-investing/id1456823201

Email: Lucas@bannockcapital.com

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Rodney Miller to the show. Rodney is an investor, entrepreneur, and Co-Founder of Trident Multifamily. Rodney shares his journey into real estate, wisdom about how to find a coach or mentor and why you need one, and why having an exit strategy with real estate investments is crucial.

Find out more about Rodney Miller and his businesses!

Check out Rodney’s hard money business: https://hardmoneypartner.com/

Learn more about Hard Money Partner on YouTube :https://www.youtube.com/channel/UCyrn9RxRsdtgH9F_QimcZYA

If you’re interested in multifamily, check out Trident Multifamily: https://tridentmultifamily.com/

Contact Information:

Phone Number: 405-204-1715

Email:Rodney@tridentmultifamily.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Mike Ealy to the show. Mike is the founder and ceo of Nassau Investments where he focuses on apartments and hotels. Mike shares creative investment strategies he used to overcome challenges, why we should consider adding hotels to our investment portfolios, and his new goal of acquiring 100 hotels in six months!

Find out more about Mike Ealy and Nassau Investments:

Get Mike Ealy’s book From Broke to Millions:

https://frombroketomillions.com/optin-419996821597688785464Join the Apartment Investing Secrets

Facebook Group: https://facebook.com/groups/apartmentinvestingsecrets

Website: https://nassauinvests.com/

Instagram: https://www.instagram.com/mikeealynassau/

Facebook: https://www.facebook.com/nassauinvestments

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson Tim Lyons to the show. Tim is a Lieutenant in the New York Fire Department and is a Principal & Managing Partner at Cityside Capital. Tim shares how he got started in investing in multi-family, the importance of uncovering your personal WHY, how a coach/mentor helped him break through his own personal ceiling, and how his “R&D Method” works.

Find out more about Tim Lyons and Cityside Capital

Join the Cityside Capital Investor's Club: www.citysidecap.com/invest-with-us

Check out Cityside Capital's Blog:  www.citysidecap.com/blog

Website: https://citysidecap.com/

Facebook: https://www.facebook.com/tim.lyons.712/

LinkedIn: https://www.linkedin.com/in/tim-lyons-cityside-capital/

Additional Resources

Jake and Gino: https://jakeandgino.com/

BiggerPockets: https://www.biggerpockets.com/

Get Rich Education: https://www.getricheducation.com/

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Bob Burg to the show. Bob is a Hall of Fame Keynote Speaker and Bestselling Coauthor of “The Go-Giver” and Go-Giver Book Series. Bob’s mission is to encourage entrepreneurial spirit and cultivate a focus on serving others. Bob shares what The Go-Giver is about, the underlying philosophy, and a snapshot of the five laws that govern success in The Go-Giver & examples of how they work in the business world.

Check out some of the Go-Giver Courses at https://burg.com/

Course #1: Selling the Go-Giver Way – Free mini-course

Course #2: Endless Referrals: The Go-Giver Way

Contact Bob Burg and find out more about The Go-Giver Series!

Website: https://thegogiver.com/tgg-ee-burg/

Twitter: https://twitter.com/bobburg

Instagram: https://www.instagram.com/realbobburg/

Facebook: https://www.facebook.com/burgbob

YouTube: https://www.youtube.com/user/burgcommunications/

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Travis Watts to the show. Travis is director of Investor Relations at Ashcroft Capital. Travis shares his journey into multi-family investing, some of the lessons he’s learned through investing in both single and multi-family, the importance of knowing yourself before investing.

Contact Travis Watts and find out more about Ashcroft Capital! 

For a free 15-Min Q&A call and a free PDF Guide for Understanding Private Placements go to: 

www.ashcroftcapital.com/connectwithtravis 

Instagram: https://www.instagram.com/passiveinvestortips/ 

Facebook: https://www.facebook.com/passiveinvestortips 

LinkedIn: https://www.linkedin.com/in/traviswatts1234 

BiggerPockets Blog: https://www.biggerpockets.com/member-blogs/12418-the-syndication-investor-blog/blog_posts 

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Josh Plave, founder of Wall to Main. Josh is a full-time multifamily investor who helps people de-risk their retirement portfolios. He talks about how he got into investing at 16, why he moved into multi-family investments, how to get started in self-directed retirement investment, and important restrictions to take into consideration.

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

Contact Josh Plave and find out more about Wall to Main:

Email: josh@walltomain.com

Website: https://www.walltomain.com/

LinkedIn: https://www.linkedin.com/company/wall-to-main/

Facebook: https://www.facebook.com/walltomain/

Instagram: https://www.instagram.com/walltomain/

Check out Josh’s UBIT Calculator: https://www.walltomain.com/ubit-calculator

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Collin Placke to the show. Collin Placke is an oil & gas professional with a passion for real estate. He is also the Founder of Rigs to Real Estate, which helps O&G professionals invest in real estate so they can stop worrying about the volatility of oil prices and start building wealth. Collin shares how he found financial stability through investing in real estate, how he helps busy professionals begin to invest in real estate and get over those beginning issues.

Contact Collin Placke and find out more about the Rigs to Real Estate Group

Website: https://www.rigstorealestate.com/

Facebook: https://www.facebook.com/profile.php?id=8378272

Facebook Group: https://www.facebook.com/RigstoRealEstate

LinkedIn: https://www.linkedin.com/in/collinplacke/

LinkedIn Group: https://www.linkedin.com/company/rigs-to-real-estate/

Make sure to check out the Rigs to Real Estate Podcast!

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson continue their conversation with Todd Sulzinger. Todd is the President of Blue Elm Investments. Todd shares his pros and cons of actively and passively investing in Mobile Home Parks, how he’s structured syndication deals, and why Mobile Home Parks should be on every investor’s radar.

Connect with Todd Sulzinger to find out more about Blue Elm Investments:

Email: todd@blueelminvestments.com

Website: www.blueelminvestments.com

LinkedIn: https://www.linkedin.com/in/toddsulzinger/LinkedIn

Company LinkedIn: https://www.linkedin.com/company/blue-elm-investments

Facebook Group: https://www.facebook.com/groups/pohmhp/

Additional Resources: Real Estate Guys Radio Show: https://realestateguysradio.com/

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Todd Sulzinger to the show. Todd is the President of Blue Elm Investments. Todd shares why he transitioned from business development and finance into real estate investing, illuminates the world of investing in mobile home parks and outlines why investors shouldn’t overlook mobile home parks in their real estate investment portfolios.

Connect with Todd Sulzinger to find out more about Blue Elm Investments:

Email: todd@blueelminvestments.com

Website: www.blueelminvestments.com

LinkedIn: https://www.linkedin.com/in/toddsulzinger/LinkedIn

Company LinkedIn: https://www.linkedin.com/company/blue-elm-investments

Facebook Group: https://www.facebook.com/groups/pohmhp/

Additional Resources: Real Estate Guys Radio Show: https://realestateguysradio.com/

Connect with Two Smart Assets on Facebook: https://www.facebook.com/TwoSmartAssets/

Follow us on Instagram: https://www.instagram.com/twosmartassets/

Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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“It’s not about how much you make, but about how much you keep.”

On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Billye Sanford, founder of Ellis Chris Properties. Billye shares how she started in syndication, the importance of knowing and aligning your interests with your business partners, and ways new investors can get involved in apartment syndication.

Contact Billye Sanford and find out more about Ellis Chris Properties -

Website: https://www.ellischrisproperties.com/

Email: info@ellischrisproperties.com

LinkedIn: https://www.linkedin.com/in/billyej/

Join the Ellis Chris Investor Club: https://www.ellischrisproperties.com/invest

Check out the” What is your Real Estate Investing Superpower” quiz: https://www.ellischrisproperties.com/take-a-quiz

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson talk about something that is near and dear to their hearts: investing while working a full-time job! They share about their journey toward real estate investing and break open some excuses for not getting started in investing. And finally they lay out some simple steps to take to move toward real estate investing.

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for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson share their “Quick n’ Easy Method” of analyzing a potential syndication deal. They discuss why anyone would want to do a Quick n’ Easy analysis and the metrics you need to evaluate if you’re short on time. 

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your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson discuss the history of the current market cycle, describe the four phases of the market cycle, and the importance of taking in information to form your own plan about how to invest or divest. They touch on different asset classes are affected in different ways.

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“29% of self-made millionaires had 5 or more streams of income. 45% had at least four streams of income.  65% had at least three streams of income. If your goal is to become a millionaire, it’s clear that having multiple streams of income can be life-altering.”

On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson discuss why creating multiple streams of income is important in building your wealth. They also share some ways to do that via real estate, the common types of income streams, including passive ways of building wealth.

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“It’s not about how much you make, but about how much you keep.”

On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Yosef Lee to the show. Yosef is an experienced civil attorney, and a seasoned investor, and the Managing Principal at Syndicro & Partners, a multi-family apartment syndication investment company. Yosef shares why he decided to focus on multi-family properties, how he approaches building an investment team, and what good he’s seen come from the shutdowns due to COVID.

Contact Yosef Lee to find out more about Syndicro & Partners Capital:

Website: https://syndicro.com/

Facebook: https://www.facebook.com/milliondoorclub/

Instagram: https://www.instagram.com/milliondoorclub/

Additional Resources

MIH Mastermind: https://mihmastermind.com/

Jake and Gino: https://jakeandgino.com/

Biggerpockets: https://biggerpockets.com/

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Mary Nguyen to the show. Mary is the founder of Blue Door Equity and shares how her immigrant family’s struggles and hard work led her to investing in real estate. She also illuminates the world of self-directed IRA real estate investment including what to look for in an operator.

Contact Mary Nguyen and find out more about BlueDoor Equity

Email: mary@bluedoorequity.com

Website: https://bluedoorequity.com/

Facebook: https://www.facebook.com/bluedoorequity/

Instagram: https://www.instagram.com/bluedoorequity/

LinkedIn: https://www.linkedin.com/company/bluedoorequity/

Twitter: https://twitter.com/bluedoorequity?lang=en

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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“I never want to see a single family home again!” - John Okocha

On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome John Okocha from Elevate Investment Group to the show. John shares his journey into real estate investing, the traits that are necessary for success in real estate investing, and why it’s important to align yourself with a team that has the same goals and outlook.

Connect with John to find out more information about Elevate Commercial Investment Group:

Email: John@elevatecig.com

Website: https://www.elevatecig.com/

Facebook: https://www.facebook.com/john.okocha.543

Instagram: https://www.instagram.com/johnnyequity/

LinkedIn: https://www.linkedin.com/in/john-okocha-0132a55a/

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson share the criterion they use to evaluate potential investment markets and examine how to incorporate the rapidly-changing data regarding COVID-19’s economic effects into those evaluations. They also discuss that opportunities that could be coming soon as states and cities continue to ease up restrictions.

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson discuss the investment impacts of COVID 19, mass layoffs, and uncertainty in the market. They define an Investor Mindset, encourage listeners to examine their business and personal finances, and examine ways to brace ourselves against the impacts of financial uncertainty.

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Nico Salgado to the show to discuss why market selection is critical to investing success. Nico is the General Partner at Small Axe Communities and has a long history of real estate investing. Nico shares from his vast research and personal experience in the Tampa, Florida, real estate market. 

Website: www.smallaxecommunities.com 

Instagram: https://www.instagram.com/_nico_salgado/ 

Instagram handle: _nico_salgado 

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Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome their first guest to the show! Tait Duryea is a pilot and the Founder and CEO of Turbine Capital, which is dedicated to not only investing in real estate but also to educating investors about passive investing. Tait shares what caused him to begin passive investing and his investing evolution. He also highlights what he’s learned through his investment mistakes.

Website: www.turbinecap.com

Email: tait@turbinecap.com

Phone: (808) 936-7120

Book Recommendation: The Hands-Off Investor by Brian Burke

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson break down some important metrics associated with passive investing in multi-family properties. They explain how to sift through the information and which pieces hold the most weight as you begin to consider some different options. They share their personal preferences for investing and stress the importance of evaluating whether potential investment partners are aligned with your goals and beliefs. 

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson talk about growing your network by going to meetups and conferences. They discuss the benefits of attending these conferences and networking events as well as share some suggestions for how to find them and get started.

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson talk about one of their favorite reasons for investing in multi-family properties: tax benefits! They define cost segregation and bonus depreciation and outline the massive benefits you can get by understanding them and using them. They also discuss how to maximize the benefits of doing a Cost Segregation Study, who might qualify to do one, and what kind of specialist to contact to do it. And as a bonus, Chris and Danny discuss how they are handling and preparing for the future during the current economic climate.

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson describe and break down the different types of communication you receive as a passive investor and some of their top tips for keeping communication lines open with the sponsor team.

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson discuss the differences between Class A and Class B Investment Tiers and define the types of investors that would fit within each class. They also outline the pros and cons of each investment and define what a Capital Stack is and what it does.

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson define and discuss shifting demographics and the current demographic landscape. They cover how that can and does affect real estate investors. Additionally, they share some of the current and projected trends that they believe should inform the real estate investment choices that  you make today.

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“The key to success is getting out of your comfort zone and doing the reps.” On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson discuss Analysis Paralysis. They define it and Danny shares how he overcame his own fears surrounding investing and stepping out of his comfort zone. 

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson define Waterfall Distribution Structuring and the other components and terms associated with it. They share why they believe it’s a win-win structure; depending on what type of risk-tolerance you have as an investor. As a bonus, Danny shares his main takeaways from the book “Secrets of a Millionaire Mind.”

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson define and compare crowdfunding, syndication, and joint ventures. They discuss how they are structured and what works best for structuring in each type of deal. They also outline how to set up each type of deal.

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On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson share how the General Partner gets paid and why, as a passive investor, you should care. They detail out the duties that the General Partner does as part of their due diligence. And they outline the fees that the General Partner pays up front and the way profits are typically split between the General Partner and Limited Partner(s). 

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On today's episode of Two Smart Assets co-hosts Danny and Chris discuss analyzing the deal. Many times syndicators will offer a webinar - take advantage of that! They define commonly-used terms and documents you will need to properly assess the deal. They also discuss rental occupancy and rental rate considerations.

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On today's episode of Two Smart Assets co-hosts Danny and Chris define financial freedom and discuss the use of apartment syndication to help you achieve the goal of financial freedom. They share their stories of investing in the stock market and why they shifted into real estate investing. They discuss their reasons for investing in diverse investment vehicles and the importance of defining your end goals.

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On today's episode of Two Smart Assets co-hosts Danny and Chris talk about how to vet potential syndication partners. They share why the syndicator, market, and the deal are crucial to do your due diligence on. They encourage you to go to conferences or meet ups to get to know others. They also share their questions that they personally use to interview a potential syndication partner.

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Check out our website and grab our guide on questions to ask syndicators: https://twosmartassets.com

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On today's episode of Two Smart Assets co-hosts Danny and Chris discuss what you need to research and consider in order to make an informed investment choice. They share that they started investing in their “own backyard” and why most people start there. They also discuss the benefits of branching out and their personal processes for choosing and analyzing markets. And finally, they share the three most important considerations before you commit to syndication investing.

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Online Data Sources: www.factfinder.gov, www.departmentofnumbers.com

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On today's episode of Two Smart Assets co-hosts Danny and Chris share about how they got started in apartment syndication and what attracted them to this method of investing. They also cover other sources for syndication information and the benefits of doing the research to educate yourself. They encourage you to begin to talk and build relationships with others who are in syndication or are interested in syndication; so that you’re making wise investment choices. 

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On today's episode of Two Smart Assets co-hosts Danny and Chris define Apartment Syndication and why you should add it to your portfolio to help achieve the financial goals that you have. They cover the different types of syndication that are available and explain what General Partners (GP) and Limited Partners (LP)  do, and who can invest in this type of asset. 

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Check out our website: https://twosmartassets.com